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

Join a growing company where your financial advisory skills will be a true lever of success. Apply without delay!

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

Responsibilities

• Ensure rigorous monitoring of portfolios and produce detailed and clear reports for clients
• Support clients with personalized investment solutions, aligned with their financial objectives
• Detect and exploit new business opportunities in order to support and accelerate the growth of the company
• Develop and manage a diversified portfolio of private and institutional clients, by cultivating long-term relationships of trust
• Collaborate closely with the asset management teams to design and deploy high-performing and tailor-made investment strategies

Profile

• University degree in finance, economics or a related field
• Proven experience of at least 5 years in wealth management or an equivalent position
• Deep mastery of financial products and investment strategies
• Excellent communication, active listening and negotiation skills
• Ability to establish and maintain relationships of trust with a demanding clientele
• Mastery of French and English, both orally and in writing
• Autonomy, rigor, integrity and a sharp sense of customer service
• An existing client portfolio or network constitutes an asset

Benefits

• A competitive remuneration, accompanied by motivating bonuses linked to performance
• A dynamic working environment, based on excellence, innovation and collaboration
• A strong commitment to ethics, transparency and independence, at the heart of our corporate culture
• Concrete opportunities for personal and professional development, within a stimulating environment
• Start date: to be agreed

Contact information

Please apply directly online.

If you have any other questions regarding this job offer (reference: JN -062025-794009), please contact Madame Hend Al Mass at +41 58 233 31 60.

About us

Adecco Valais Permanent is your agency specialized in the search and placement of permanent staff for the French-speaking Valais region and the Chablais vaudois. Thanks to our deep expertise of 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.