Senior Financial Planning and Wealth Management Consultant

Job Description

• Senior Financial Planning and Wealth Management Consultant
• 60–100%
• Zurich area and/or Rapperswil

Tasks

• Supporting new clients and fostering the growth of existing clients through tailored advice.
• Ensuring continuity in the development of product innovations and customer strategies.
• Collaborate with the compliance function in reviewing internal policies and codes of conduct.
• Recommendation to implement changes in accordance with the department’s platform criteria across the entire market landscape, broken down by canton and region.
• Involvement in the development of advisory processes for financial planning and wealth management at the bank’s asset management and departmental levels.
• Responsibility for developing new products for the cantons and regions.
• Assistance in creating informational materials for the product lines.
• Managing the new private client network in the Zurich region and supporting the Central and Western Tribunal in developing materials for the Zurich region and the rest of the market regarding client bases and development.

Requirements

• Three years or a comparable amount of experience in financial management.
• An expert in understanding financial products and the financial markets in Switzerland.
• The ability to develop and implement complex financing and hedging strategies.
• A deep understanding of the needs of our affluent private clientele.
• High standards of quality and precision in our work.
• Experience in analyzing and evaluating financial returns and strategies.
• A high degree of personal responsibility, motivation, and customer focus.

We offer

• Fair and market-based working conditions
• Flexible working time models
• Flexible working hours
• Work-from-Home Options
• Modern workplace
• Professional Development Opportunities
• Discounts from various partners