Senior Client Advisor Investment Business

About the job

For the further expansion of our investment business, we are looking for a committed individual with strong advisory skills and a high customer orientation as

Senior Client Advisor Investment Business (80-100%)

Your Tasks

Management and development of a demanding portfolio of wealthy local and international private clientsAcquisition of new clients and expansion of long-term customer relationshipsComprehensive advice in the areas of asset investment, portfolio management and investment strategiesDevelopment of individual investment solutions taking into account customer needs and market conditionsActive participation in the further development of the investment business and the customer network

Your Profile

Several years of successful experience in managing wealthy private clientsAdvanced training in the investment field (e.g. AZEK, CFA, SAQ) or equivalent practical experienceExtensive knowledge of financial markets as well as a sound understanding of modern investment solutionsHigh customer and service orientation with a convincing mannerEntrepreneurial thinking and initiative Fluent German skills as well as very good English and French skills, both spoken and written

What Awaits You

A responsible and varied role with great personal responsibilityAccess to an attractive client portfolio and high-quality investment solutionsLook forward to short decision-making processes, entrepreneurial scope for design and collaboration on equal termsGenerous support for further training and personal developmentA professional working environment in one of the most beautiful regions of SwitzerlandFlexible working models, a modern working environment and attractive employment conditions complete our offer