Wealth Management Client Advisor 100% (m / f)

• Wealth Management Department
• Well-established bank in Switzerland and Europe

About Our Client ##

Our client is a beautiful bank well-established in Switzerland and Europe.

Job Description ##

• Integration within the bank and the Wealth Management department;
• Management and loyalty of an existing portfolio of investment clients, mainly domiciled in Switzerland;
• Development of private and corporate clients in the field of wealth management;
• Acquisition of new clients and new client assets in the French-speaking Swiss market, through active prospecting and a very good external network of relations;
• Global analysis of financial needs and investment advice;
• Sustained collaboration with the Financial Planning team, the branch network, and the Corporate department;
• Monitoring of financial markets and trends in wealth management;
• Involvement in regional and local life;
• Training of employees if necessary;
• Client and Management reporting;
• Participation in daily office life.

The Successful Applicant ##

• Recognized Swiss banking training or higher academic education (Diploma in banking economics, Financial Advisor Certificate, Bachelor / Master in Banking and Finance);
• SAQ CWMA certification;
• Similar and significant experience of a minimum of five years in wealth management advisory within a Swiss banking institution is indispensable;
• Proven skills in the management and development of a portfolio of Swiss private clients;
• Very good knowledge of the Swiss pension system and financial planning;
• In-depth knowledge of Swiss legislation and regulation regarding financial advice;
• Proficiency in the use of standard IT tools (MS Office suite);
• Excellent presentation, strong client orientation, business sense, and negotiation skills;
• Entrepreneurial spirit, comfortable with high growth objectives;
• Rigorous, analytical mind, and ability to adapt;
• Sense of confidentiality;
• Ideally Swiss residence.

What's on Offer ##

Our client offers a permanent 100% contract within a quality, stable, and human-sized working environment. Partial teleworking is also conceivable for this position.

Quote job ref

JN-082026-7092838

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Geneva

Contract Type

Permanent

Job Reference

JN-082026-7092838

Job Nature

Home Office