Financial Planner, WMCH Basel

The role

Are you a financial planning expert with a passion for advising entrepreneurs and executives (E&E) as well as ultra-high-net-worth (UHNW) clients? Are you excited by the challenge of analyzing complex financial situations and developing sustainable, holistic solutions as a trusted sparring partner? As a Wealth Planner in the Basel region, you’ll play a central role in the further development of our wealth planning business and make a significant contribution to positioning financial planning as a differentiating value proposition.

Tasks

As a new member of our team, you will:

• Actively build and develop customer relationships both domestically and internationally
• Proactively contribute to expanding and strengthening new and existing customer relationships
• Provide personalized advice to customers, even in an international setting

Requirements

We are looking for someone with:

• Several years of experience in finance
• In-depth expertise in all areas of private wealth management
• College degree or equivalent
• Strong consulting and communication skills
• Very good knowledge of German and English
• Entrepreneurial thinking, high efficiency, and a focus on goals
• Team-oriented personality
• A confident demeanor and experience communicating with discerning business leaders and coaches

We offer

We offer an inclusive culture, flexible working conditions, and new challenges. Our employees are at the heart of everything we do. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.