Wealth Management Advisor

Job description

Wealth Management Advisor. Do you have a degree in business and solid experience in wealth management? If you’re looking for an opportunity to put your skills to good use and help our clients grow their wealth, this position is the perfect fit for you.

Tasks

Specifically?

• Your goal will be to identify and capitalize on the potential of existing Swiss and international customers and prospects.
• You will develop and maintain close, trusting relationships with customers through regular, personalized interactions and impeccable service.
• You will propose customized investment solutions in accordance with the Bank’s strategy and in compliance with applicable standards and guidelines.
• You take a holistic approach to your clients' needs in order to provide them with the best possible advice on wealth management.
• You will undergo ongoing training on changes to guidelines and develop your knowledge of the services and products available to this type of customer.

Requirements

This position is perfect for you if…

• You have a college degree in business and excellent interpersonal skills.
• You have a strong command of financial tools and excellent knowledge of the financial markets.
• Your communication and negotiation skills enable you to meet the set goals.
• Dynamic and pragmatic, you have a strong sense of initiative and enjoy working as part of a team.
• Vous êtes capable de gérer vos priorités et de travailler de manière autonome.
• Your strong language skills allow you to communicate easily with international customers.