Senior Customer Advisor Investment Business

For the further expansion of our investment business, we are looking for a dedicated personality with strong advisory competence and high customer orientation as

Senior Customer Advisor Investment Business (80-100%)

Your tasks

Management and further development of a demanding portfolio of wealthy local and international private clientsAcquisition of new female and male customers as well as expansion of long-term customer relationshipsComprehensive advisory in the areas of asset investment, portfolio management and investment strategiesDevelopment of individual investment solutions taking into account customer needs and market conditionsActive participation in the further development of the investment business and the customer network

Your profile

Several years of successful experience in managing wealthy female and male private clientsIn-depth further training in the investment area (e.g. AZEK, CFA, SAQ) or equivalent practical experienceExtensive knowledge of the financial markets as well as sound understanding of modern investment solutionsHigh customer and service orientation with a convincing appearanceEntrepreneurial thinking and initiative Confident German language skills as well as very good English and French skills in spoken and written form

What awaits you

A responsible and varied activity with great personal responsibilityAccess to an attractive customer portfolio and high-quality investment solutions Look forward to short decision-making paths, entrepreneurial scope for action and cooperation at eye levelGenerous support for further training and personal development A professional working environment in one of the most beautiful regions of Switzerland Flexible working models, a modern working environment and attractive employment conditions round off our offer

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