(Junior) Client Advisor Private Banking (m/f/d) 80-100%

• Independent client support with a focus on asset management
• Established Swiss asset manager with a family-like working environment

About Our Client ##

Our client is an independent Swiss asset manager and Multi Family Office with a national orientation. The company serves wealthy private clients and families with a holistic advisory approach. At the Glarus location, a small, well-coordinated team with flat hierarchies, short decision-making paths, and a personal corporate culture awaits you.

Job Description ##

• Holistic support and advice for existing wealthy private clients with a focus on the Swiss market
• Active acquisition of new clients and step-by-step development of your own client portfolio
• Development of individual investment strategies, financial concepts, and tailor-made asset management solutions
• Establishment and maintenance of long-term client relationships as well as further development of the personal network in the region
• Representation of the company at client events and regional networking events

The Successful Applicant ##

• Completed banking training or comparable commercial training; subject-specific further training such as CFA, AZEK or CIIA is an advantage
• Initial to several years of professional experience in the independent support of wealthy private clients in Private Banking or in asset management
• Experience in managing your own client book is an advantage
• Sound interest in financial markets and investment products
• Existing network in Glarus and/or adjacent regions or local connection
• Independent, entrepreneurial-minded and customer-oriented personality with strong social competence and enjoyment of acquisition
• Fluent German and good English skills

What's on Offer ##

• Attractive employment conditions and a flexible workload of 80-100 %
• Meal allowances, Half-Fare travelcard and attractive Corporate Benefits
• Six weeks of vacation from the age of 50
• Support for professional further training and long-term development opportunities
• Family-like working environment with short decision-making paths, high personal responsibility and a centrally located workplace in Glarus

Quote job ref

JN-102026-7130275

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Glarus

Contract Type

Permanent

Job Reference

JN-102026-7130275