Job offer
Client Advisor, Private Client Assets, Zurich (m/f) 80–100%
The Private Client Wealth Management Advisor in Zurich advises and supports discerning private clients on all financial matters, from investment strategy to retirement planning. The position offers long-term career prospects, a competitive salary, and comprehensive benefits at a Swiss small-to-medium-sized enterprise (SME).
Job description
The Private Client Asset Management Advisor in Zurich (m/f) (80–100%) advises private clients on all financial matters, from investment strategies to retirement planning. The client is at the center of our daily work.Tasks
- Comprehensive advice and support for our discerning private clients: analysis, planning, and ongoing optimization of investment strategies, retirement planning, and financing
- Ensuring the sustainable growth of private assets while complying with regulatory requirements and internal guidelines
- Creation and maintenance of client records in the Private Client Assets segment
Requirements
No specific requirements mentioned.We offer
- Potential career paths: Specialized or management track, or a career change to other business units
- Social benefits such as contributions to a pension fund and accident insurance, and comprehensive training
- A competitive salary
- A job with long-term prospects
- Advantages of a Swiss SME: short decision-making paths, flat hierarchies, and plenty of autonomy
Job details
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