Job offer
Financial Advisor, 80%–100%, Freiburg Area
Banque Cantonale de Fribourg is seeking a wealth management advisor (80–100%) to serve discerning private and corporate clients in the Fribourg area. The position requires several years of experience in wealth management, French as a native language, and a college degree.
Your tasks
- Building, managing, and expanding a client portfolio of high-net-worth individuals (HNWIs), executives, and entrepreneurs while ensuring exclusive service and fostering a lasting relationship of trust
- Comprehensive advisory services in the areas of investments, financing, retirement planning, and business succession
- Active promotion of all banking services as part of an omnichannel approach, as well as collaboration with other segments and support units
- Coordinating internal subject matter experts to develop customized solutions and ensure an integrated customer experience
- Identifying and capitalizing on growth opportunities both within the existing customer portfolio and by acquiring new high-potential customers
- Contributing to a healthy risk culture while complying with all relevant laws, regulations, and standards in asset management
Your profile
- College degree, advanced education, or equivalent qualification
- Several years of proven experience in managing high-net-worth individuals, family wealth, and female entrepreneurs and companies with substantial assets
- In-depth knowledge of asset management and comprehensive financial planning. Ability to analyze complex financial situations and develop solutions based on financial analysis of business owners and companies
- A strong understanding of financing issues as well as corporate and business contexts
- Strong communication and interpersonal skills, a high degree of initiative, independence, and a strong sense of responsibility
- French as a native language; knowledge of German is a plus
Job details
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