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

As part of its development, our client, an independent wealth management company, is looking for a Senior Wealth Manager to strengthen its team!

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

Responsibilities

• Actively develop a portfolio of private clients
• Ensure the management and personalized monitoring of assets
• Identify new business opportunities
• Propose tailor-made investment solutions
• Maintain a lasting relationship of trust with the clientele
• Participate in the growth of the structure
• Collaborate with internal experts to maximize performance

Profile

• Solid experience in private banking or wealth management
• Excellent knowledge of the local market
• Transferable client portfolio
• Strong orientation towards results and development
• Sense of service and excellent presentation

Benefits

• Recognized and independent company
• Entrepreneurial culture valued
• Attractive and competitive package
• Independence in your activity
• 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 -052026-1027305), 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 the Chablais vaudois. Thanks to our in-depth 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.