Wealth Management Client Advisor 100% (m / f)

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

About Our Client ##

Our client is a fine 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 on 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 degree (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 essential ;
• 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 resident.

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