Senior Wealth Management
vor 1 Tag
Aston Carter
Location:Basel, Switzerland
Job Category:Customer Service
Job Reference:000fa5e56140
Job Views:48
Posted:24.01.2025
Job Description:You will work in a newly set up department Wealth Management Entity for one of the largest Pension Providers. The ideal candidate has at least 5 years of direct Wealth management experience, a do-er mentality, likes to work in a team, and has a flair for start-up business.
If this sounds interesting, we are looking forward to speaking further with you.
Description:
- You would like to take on responsibility at our location in Basel and play a significant and successful role in shaping our initiative.
- Work with clients across the Swiss and German market.
- You advise and support our customers holistically in asset planning and asset organisation.
- You work independently on complex consulting concepts in the areas of investments, asset management, and tax optimization.
- You will look after our clients within the framework of our asset management mandates.
- You will work actively with target group-specific customer acquisition such as specialist seminars, webinars, and other representative tasks.
Must Haves:
- You have a university degree (university/technical college).
- Certification as a Financial Planner.
- At least 5 years of experience in holistic and comprehensive financial advice.
- Ideally, you have already managed your customer book in the upper affluent segment and can build sustainable customer relationships.
- Experience in preparing and advising on financial planning is a mandatory requirement.
- You are characterized by entrepreneurial thinking and the will to make a difference and take responsibility.
- You are a competent contact person and have proven expertise in the areas of investments, retirement, taxes, and financing.
- You are a strong acquisition, upbeat personality.
- You communicate easily orally and in writing in German (native language); English and/or any other national language is an advantage.
Job Title: Senior Wealth Management & Relationship Manager
Job Type: Permanent
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