The Career Path Into Investment Advice, From Registration to Your First Client Book

Investment advisors in Switzerland guide individuals and institutions on where to invest, working within banks, independent asset managers and Switzerland's renowned private banking firms. Under the Financial Services Act, advisors not employed by a FINMA-supervised institution must pass a recognised knowledge exam and register in the client advisor register. Most entrants hold a degree in finance, economics or business. Here's exactly how to build a career as an investment advisor in Switzerland.