The Career Path Into Wealth Management, From Registration to Your First Client Book

Switzerland remains one of the world's leading private banking centres, home to UBS, Julius Baer, Pictet, Lombard Odier and numerous independent wealth managers across Zurich and Geneva. Most entrants hold a degree in finance, economics or business, then must meet the Financial Services Act's client advisor requirements, including a recognised knowledge exam and registration, unless employed by a FINMA-supervised bank. Strong multilingual and relationship-building skills are essential. Here's exactly how to build a career as a wealth manager in Switzerland.