Job offer
Senior Client Advisor External Asset Managers (EVV) (f/m) 80-100%
The position of Senior Client Advisor External Asset Manager (EVV) offers the opportunity to work in a professional environment for wealthy clients and to manage your own client book. Tasks include the acquisition of new clients, advising and supporting existing clients and implementing securities and foreign exchange transactions.
Job description
Your new job
- Acquisition of new customers and support and further development of an existing customer book
- In-depth advice and implementation of securities and foreign exchange transactions as well as administration of securities accounts for clients
- Contact and information person for customers with regard to compliance and administration in cooperation with support and specialist departments
- Initiating and supporting financing with the specialist unit
- Promotion of process optimization for customers
- High service quality and customer proximity are important
We benefit from this
- Own customer book
- Network in the EVV division
- Very good knowledge of investments and financing in the private customer segment
- Open, winning and team-oriented personality
- German as mother tongue, knowledge of French and English is a plus
How you benefit
- Embedded in the Institutional Investments business unit within Asset Management, you will be part of the Wealthy Clients division in a highly professional environment
- An attractive, positive working atmosphere
- Work in the city center, 5 minutes from the SBB train station
- You will experience an all-round good employment package from us
Job details
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