Client Advisor 80-100%

About the job

Are you looking for a new challenge in a dynamic company with a flat hierarchy and short decision-making processes? Then you are in the right place with us!

We are a nationally operating asset management and multi-family office for Swiss and international clients and are looking for a committed and entrepreneurial-minded person for our headquarters in Glarus, starting immediately or by arrangement, as

Client Advisor 80-100%

Your Responsibilities

• Building and expanding your own client portfolio
• Acquisition of wealthy private clients
• Individual, independent and holistic support, advice and management of existing clients
• Development of customised solutions, financial concepts and investment proposals
• Development of long-term client relationships
• Contribution to and expansion of your own network
• Participation in and taking over representative tasks

Your Profile

• Successfully completed basic training as well as solid professional experience in holistic client support in private banking and/or asset management
• Ongoing or completed specialised further education (e.g. CFA, AZEK, CIIA) is an advantage
• Strong interest in and good understanding of financial markets and instruments
• Strong ties to the Glarus region or neighbouring areas as well as a corresponding network
• German as mother tongue as well as good English skills in spoken and written form
• Strong customer and service orientation, high social competence and empathy as well as a professional and confident manner
• Self-responsibility, discretion and loyalty as a matter of course

What We Offer

• A varied and responsible role in a dynamic team
• Contemporary working environment in a central location
• Attractive employment conditions and development opportunities
• Flat hierarchies and short decision-making processes
• Support for training and further education