Independent wealth management advisor

Job description

Independent wealth management advisors

Tasks

• Management and development of portfolios of independent asset managers and their clients
• Global support and advice for the development of independent asset managers
• Identifying the needs of independent asset managers and proposing solutions
• Fast and efficient handling of the partner's day-to-day business
• Supporting independent asset managers in developing their businesses and acquiring new clients
• Management of various tasks such as risk management, account openings, client visits, and execution of instructions from independent asset managers

Requirements

• Banking training with additional higher education or equivalent
• At least 2 years of experience in asset management, supplemented by SAQ certification as a "Wealth Management Advisor CWMA" (a plus)
• Structured and organized mind, autonomous and versatile personality
• Strong team spirit
• Good knowledge of external asset managers is an advantage.

We offer

(no explicit benefits mentioned)