Wealth Manager 100% CDI (M/F/D)

If you are passionate about financial consulting and want to join a structure where your skills will make a difference, apply now!

Wealth Manager 100% CDI (M/F/D)

Responsibilities

• Build and maintain a varied portfolio of private and institutional clients
• Regularly monitor portfolios and provide detailed reports to clients
• Advise clients on tailored investment solutions, in line with their financial objectives
• Identify and seize new business opportunities to strengthen the company's growth strategy
• Work in collaboration with asset management teams to develop appropriate and effective strategies

Profile

• Holder of a university degree in finance, economics or an equivalent field
• Minimum of 5 years of experience in wealth management or a related role
• Solid expertise in financial products and investment strategies
• Existing portfolio or network is a significant asset
• Proficiency in French and English
• Ability to establish and maintain trusting relationships with a demanding clientele
• Autonomy, rigor, integrity and ability to meet client needs
• Excellent communication and negotiation skills

Benefits

• Stimulating environment focused on excellence and innovation
• Opportunities for personal and professional development
• Competitive remuneration with performance-based incentives
• Valuing ethics and transparency within an independent structure
• Start date: to be agreed

Contact information

Please apply directly online. Confidentiality guaranteed.

If you have any other questions regarding this job offer (reference: JN -122024-685015), please contact Madame Hend Al Mass at +41 58 233 31 60.

About us

Adecco Valais Permanent is your agency specialized in the recruitment and placement of permanent staff for the French-speaking Valais region and Chablais vaudois. Thanks to our deep expertise in the local job market, we are committed to providing you with a quality service by connecting companies looking for talent with qualified and motivated candidates.