Wealth Management Client Advisor 100% (m / f)

• Wealth Management Department • Well-established bank in Switzerland and Europe About Our Client ## Our client is a fine bank well-established in Switzerland and Europe. Job Description ## • Integration within the bank and the Wealth Management department ; • Management and loyalty of an existing portfolio of investment clients, mainly domiciled in Switzerland ; • Development of private and corporate clients in the field of wealth management ; • Acquisition of new clients and new client assets on the French-speaking Swiss market, through active prospecting and a very good external network of relations ; • Global analysis of financial needs and investment advice ; • Sustained collaboration with the Financial Planning team, the branch network, and the Corporate department ; • Monitoring of financial markets and trends in wealth management ; • Involvement in regional and local life ; • Training of employees if necessary ; • Client and Management reporting ; • Participation in daily office life. The Successful Applicant ## • Recognized Swiss banking training or higher academic degree (Diploma in banking economics, Financial Advisor Certificate, Bachelor / Master in Banking and Finance) ; • SAQ CWMA certification ; • Similar and significant experience of a minimum of five years in wealth management advisory within a Swiss banking institution is essential ; • Proven skills in the management and development of a portfolio of Swiss private clients ; • Very good knowledge of the Swiss pension system and financial planning ; • In-depth knowledge of Swiss legislation and regulation regarding financial advice ; • Proficiency in the use of standard IT tools (MS Office suite) ; • Excellent presentation, strong client orientation, business sense, and negotiation skills ; • Entrepreneurial spirit, comfortable with high growth objectives ; • Rigorous, analytical mind, and ability to adapt ; • Sense of confidentiality ; • Ideally Swiss resident. What's on Offer ## Our client offers a permanent 100% contract within a quality, stable, and human-sized working environment. Partial teleworking is also conceivable for this position. Quote job ref JN-082026-7092838 Job Function Banking & Financial Services Specialisation Private Banker / RM / Wealth Manager Industry Financial Services Where Geneva Contract Type Permanent Job Reference JN-082026-7092838 Job Nature Home Office