Wealth Manager (M/F)

For our client based in Genève, we are actively looking for a Wealth Manager.

Your responsibilities ##

On behalf of our client, a renowned banking institution, we are looking for a Wealth Manager to support a demanding clientele in the management and enhancement of their wealth.

In this capacity, you:

• Manage, develop, and retain a portfolio of clients by offering them personalized and high value-added support.
• Analyze your clients' wealth situation and identify their short, medium, and long-term financial objectives.
• Advise your clients on investments, pension planning, wealth optimization, and financing.
• Develop tailor-made solutions based on the bank's range of products and services.
• Develop your portfolio through your prospecting activities, your network, and the quality of your client relationships.
• Identify commercial opportunities and actively contribute to the growth of assets under management.
• Collaborate with the various specialists within the bank to provide global advice adapted to the specific needs of each client.
• Ensure rigorous monitoring of files in compliance with internal procedures, compliance standards, and regulatory requirements.

Your profile ##

• Holder of a recognized banking, economic, or financial qualification.
• You have significant experience in wealth management or managing a high-end clientele within a banking institution in Suisse.
• You possess solid knowledge of investments, pension planning, taxation, and wealth management.
• You master the Swiss financial environment as well as the main regulations applicable to the banking sector.
• An SAQ certification or specialized training is an asset.
• Possessing excellent interpersonal skills, you know how to establish a lasting relationship of trust with a demanding clientele.
• You demonstrate a strong commercial sense, a great capacity for listening, and a consulting-oriented approach.
• Rigorous, autonomous, and proactive, you are recognized for your ability to develop your activity while guaranteeing a high level of service.
• Proficiency in English or another language constitutes an additional advantage.

If you are interested in this position and match the sought-after profile, please submit your complete application file (CV, work certificates, and diplomas) as soon as possible!