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:

• Customer-Focused and Active in Investment
• proactively expand and establish our company-wide coaching program
• Advising clients in an international setting as well

Our team

We are an established and diverse team. Composed of client advisors and specialists, our team is dedicated to fostering client relationships.

What we wish for

We are looking for a candidate with:

• Several years of experience in the financial sector
• In-depth expertise in holistic consulting topics
• A college degree or equivalent qualification, with strong communication and interpersonal skills
• Very good knowledge of German and English
• Entrepreneurial mindset, high level of self-motivation
• Team-oriented personality
• Confident demeanor and experience in customer service

We offer

A challenging and supportive environment where you can use your skills and experience to assist our customers. We are passionate about putting our employees first by offering new challenges and a supportive team.