Financial Advisor

Zurich, Switzerland | Full-time

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‍About the Role:
As Financial Advisor at ACC Group, you will guide clients through a new era of AI-driven and hybrid wealth management. Your mission is to help private and institutional clients achieve their financial goals through intelligent, transparent, and data-driven investment strategies — combining human expertise with proprietary AI insights and advanced portfolio analytics.

You will be part of a new generation of advisors who bridge traditional wealth management with digital innovation. This role requires both relationship excellence and analytical precision — working closely with our portfolio management, research, and AI development teams to deliver advice that is personal, compliant, and forward-looking.

You will operate under FINMA regulations and ensure full compliance with Swiss and international advisory standards, making this position ideal for professionals with multi-jurisdictional experience and a passion for redefining how financial advice is delivered in the digital age.

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‍Key Responsibilities:

• Advise and support private and institutional clients across asset classes, focusing on portfolio construction, diversification, and long-term value creation.
• Conduct holistic financial analyses and develop customized investment strategies aligned with each client’s objectives, sustainability preferences, and risk tolerance.
• Utilize AI-powered analytics and digital tools to enhance advisory precision, transparency, and efficiency.
• Collaborate closely with portfolio managers, data scientists, and the AI division to translate market intelligence into actionable recommendations.
• Ensure full compliance with FINMA regulations and internal governance frameworks, maintaining ethical and client-centric standards at all times.
• Manage and document advisory processes according to regulatory requirements, including suitability, appropriateness, and client onboarding protocols.
• Provide proactive market insights, thematic investment ideas, and ESG-aligned solutions.
• Contribute to the evolution of ACC Group’s hybrid advisory model, helping design new digital workflows and client-interaction experiences.
• Represent ACC Group at client events, conferences, and financial education programs to foster trust and strengthen long-term relationships.

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‍Requirements:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• 3+ years of experience in financial or investment advisory, ideally within private banking, asset management, or fintech
• Sound understanding of portfolio theory, asset allocation, risk management, and investment products (equities, bonds, funds, structured products, and ESG investments)
• Proven ability to advise clients under FINMA guidelines, with additional cross-border or European certifications (e.g. MiFID II, CISI, or ESMA) considered a strong asset
• Excellent communication and interpersonal skills, capable of explaining complex topics clearly and credibly
• High level of integrity, discretion, and empathy in client relationships
• Experience with CRM systems and digital advisory platforms
• Fluent in English; German is an advantage
• Alternatively, relevant certifications and demonstrable client advisory experience may be considered in place of formal education
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Preferred Qualifications

• Experience advising high-net-worth or institutional clients in multi-jurisdictional settings
• Knowledge of AI-assisted investment processes or interest in technology-driven wealth management
• Strong analytical and customer orientated mindset with attention to detail
• Entrepreneurial and forward-thinking personality with a desire to shape the future of digital wealth management

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Why Join ACC Group
At ACC Group, we pursue ambitious goals — not incremental improvements. We are building the foundation for the next era of finance, and that requires people who thrive on innovation, precision, and curiosity.

Here, you’ll work alongside world-class engineers, researchers, and financial experts who share a common purpose: to create technology that redefines how the world understands and manages wealth. Our culture values initiative and independent thinking — every idea matters, every contribution shapes the outcome.

We offer an environment that combines the agility of a startup with the standards of a regulated financial institution. You’ll find the freedom to experiment, the responsibility to own your work, and the support of a team that values excellence over hierarchy.

Our people are our greatest investment. That’s why we provide competitive compensation, long-term incentives, and the opportunity to grow with a company that’s leading one of the most profound transformations in modern finance.

Join us — and help build the intelligence layer that will power the future of global markets.

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About ACC Group
ACC Group AG is an AI-native fintech and asset manager shaping the future of asset and wealth management. We develop proprietary AI systems that transform data into actionable insights, enabling adaptive, data-driven, and transparent investment decisions. Our goal is to build financial ecosystems that continuously learn, proactively manage risk, and create sustainable long-term value.

Our research focuses on advancing Financial AGI (artificial general intelligence) designed for the complexity of global markets. These systems understand context, reason about uncertainty, and make decisions across multiple asset classes with the depth and precision of human expertise.

By combining deep learning, quantitative research, and modern infrastructure, we aim to make investing more precise, efficient, and accessible.

Our people are at the heart of everything we do. We believe that progress stems from curiosity, collaboration, and the courage to explore what's next. Together, we cultivate a culture that values excellence, rewards initiative, and brings together diverse perspectives toward one shared vision: advancing the way the world manages wealth.

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Compensation
Competitive compensation package including base salary and performance-based bonus.We offer a comprehensive set of employee benefits designed to support your wellbeing and professional growth — including health coverage, continuous learning programs, flexible working arrangements, and access to modern tools and technology.

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