Wealth Management Analyst

Private Wealth Management Analyst Trainee Swiss Finance - United States (Remote)

With Exposure to Private Wealth Management, Investor Relations, Investment Banking & Global Capital Markets

Are you a driven student, recent graduate, or early-career professional who wants to break into private wealth management, investor relations, or institutional finance? Do you enjoy talking to people, building relationships, and representing a serious firm, and want to learn how elite advisory businesses are actually built, client by client?

This training program is a career launchpad for people who are personable, curious, and ambitious. As part of a global investment platform spanning New York, Connecticut, London, Zurich, and Stockholm, you will work at the front end of a growing private wealth practice: finding the right clients, opening conversations, and building the relationships that institutional-quality firms are made of.

This program is highly selective. It begins as a structured, unpaid training program, with the opportunity to move into a compensated role for those who perform.

About the Company

Swiss Finance Private Wealth Management is a registered investment adviser delivering institutional-quality portfolio management to individuals and families. We pair the discipline of a global macro and quantitative investment background with genuine, personal client relationships, and we do it at a level of service and cost that traditional wealth managers rarely match. Our affiliates span investment management, capital markets, and finance education across New York, London, Zurich, Stockholm, and Connecticut.

About the Program

This role sits at the intersection of research, marketing, and relationship building. You will learn how a modern advisory firm identifies the right people to serve, reaches them with a polished and credible message, and earns the conversations that lead to long-term client relationships.

This is not a sales role. You may never pitch products, push anyone, or close a deal. Your work is to research the right people, open good conversations, and introduce interested prospects to our senior team. Investment advice and recommendations are provided only by our licensed professionals.

You will learn how to research and identify strong-fit prospective clients, how to open a conversation with someone you have never met, and how to represent a sophisticated firm with confidence and taste.

Responsibilities

• Research and identify strong-fit prospective clients using databases, LinkedIn, and other tools
• Reach out to prospective clients by phone, email, and LinkedIn with a polished, professional, institutional framing Hold genuine conversations with prospective clients and build rapport over time
• Set and coordinate introductory meetings with senior team members
• Maintain and manage a clean pipeline of relationships in our CRM
• Contribute to outreach research, client mapping, and messaging the wider team uses

We Are Looking for Candidates Who

• Enjoy talking to people and are comfortable being on the phone
• Communicate clearly, warmly, and professionally Are curious about finance, markets, and how wealth is actually managed
• Are organized, self-directed, and able to work independently in a remote setting
• Are ambitious and want a real career start in finance Are pursuing or hold a degree in any field (finance, economics, business, and the liberal arts all welcome), or are a motivated career changer
• Understand that this is a non-sales role, and are comfortable that pitching, selling, and closing are not part of the job.
• Your responsibility is to find good-fit people and open the conversation, while our licensed professionals handle all advice and recommendations.

No license is required to begin. Strong performers who are interested may be supported toward Series 65 and an Investment Adviser Representative track over time.

What You Will Gain

• Real exposure to how a private wealth and advisory business is built
• Hands-on experience in client research, outreach, and relationship development
• Direct mentorship from senior investment professionals
• A fast path to compensated work for those who perform
• Potential for follow-on roles in investor relations, client development, research, and capital outreach across our affiliates

Program Details

• Location : Remote (United States)
• Schedule : Full time.
• Compensation : Begins as a structured, unpaid training program. This is a training program rather than a salaried position, and a compensated role is earned through performance.
• Eligibility : Students, recent graduates, career changers and others of any background welcome to apply
• Start Dates : Rolling