Customer Advisor 80- 100%

Are you looking for a new challenge in a dynamic company with flat hierarchies and short decision-making paths? Then you have come to the right place!

We are a nationally active asset management and Multi Family Office for Swiss and international clientele and are looking for our headquarters in Glarus, effective immediately or by arrangement, an engaged and entrepreneurially thinking personality as

Customer Advisor 80- 100%

Your area of responsibility

• Building and expanding your own client portfolio
• Acquisition of wealthy private clients
• Individual, independent and holistic support, advice and management of existing clients
• Development of tailor-made solutions, financial concepts and investment proposals
• Development of long-term client relationships
• Contribution and expansion of your own network of relationships
• Participation in and takeover of representative tasks

Your profile

• Successfully completed basic training as well as sound professional experience in holistic client support in Private Banking and/or asset management
• Ongoing or completed specialist further education (e.g. CFA, AZEK, CIIA) is an advantage
• Great interest in and good understanding of financial markets and instruments
• Strong anchoring in the Glarus region or in adjacent areas as well as a corresponding network
• German as a native language as well as good English skills in spoken and written form
• Pronounced customer and service orientation, high social competence and empathy as well as a professional and confident appearance
• Personal responsibility, discretion and loyalty as a matter of course

What we offer

• A varied and responsible activity in a dynamic team
• Contemporary working environment in a central location
• Attractive employment conditions and development opportunities
• Flat hierarchies and short decision-making paths
• Support for training and further education

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