Client Responsible for Investments (80-100%)

About the job

Brevalia is a growing company focused on individual and comprehensive advice for private clients living in Switzerland and can operate as an asset manager thanks to its FINMA licence. For further expansion, we are looking for a committed and entrepreneurial-minded individual to complement the team in the role of Client Responsible.

Your Tasks

• Building your own client portfolio with a focus on entrepreneurs, executives, and wealthy private clients (client domicile Switzerland)
• Continuous expansion of the client portfolio
• Needs-oriented client advice with a focus on investments (asset management and investment advice)
• You act as an interface between clients and external specialists for additional services

Your Profile

Background

• You have been a client advisor in Swiss private banking for at least 5 years
• Extensive expertise in investments
• Knowledge of pensions, financing, taxes, etc. is an advantage

Education

• Degree from a university of applied sciences or higher technical school in Banking & Finance or comparable education

Personality

• Customer-oriented and strong in acquisition
• Committed and performance-oriented
• Independent and proactive working style
• Team player

What We Offer You

• You can fully focus on individual client care to provide maximum added value to your clients
• You work in a small, committed team that supports each other and ensures your representation
• You take on responsibility and appreciate short decision-making paths
• You can help shape and decide a lot
• You benefit from a modern IT infrastructure as well as very modern working methods in client contact and administration
• Working is possible from anywhere
• Home office possible by arrangement
• You gain access to a comprehensive range of services
• You benefit from a large network of external specialists
• You work in a team with extensive expertise in various financial topics
• You will be actively supported to develop personally and professionally
• Taking on areas of responsibility over time
• Development into an entrepreneur within the company

Apply now! Are you ready for an exciting and challenging role? Apply by email to pascal.bersier@brevalia.ch