Senior Client Advisor
vor 4 Wochen
Deine Verantwortung
- Kundenakquisition und -betreuung mit Fokus auf institutionelle Investoren, autonome und halbautonome Pensionskassen und Sammelstiftungen
- Hauptsächlich Beratung von Pensionskassen im Immobilien-Bereich (weitere Anlageklassen wie Hypotheken, Aktienanlagen, Multi-Asset-Produkte sowie Privatmarktanlagen von Vorteil)
- Erschliessung und Koordination von Vertriebskanälen
- Kontaktpflege mit Institutionen und Verbänden
- Erstellung von Kundenreportings und Kundenpräsentationen
- Pensum 80-100%
Deine Qualifikation
- Erfahrung in der Kundenakquisition und Betreuung von Pensionskassen und institutionellen Kunden (mindestens 10 Jahre) und gutes Netzwerk zu Anlegern im Immobilien Bereich
- Fundierte Ausbildung im Bereich Immobilien und in Finanzanlagen
- Gutes Verständnis von Finanzmärkten und Anlagegruppen/Fonds insbesondere in der Anlageklasse Immobilien sowie in den Anlageklassen Hypotheken, Aktien, Bonds, Multi-Assets und Privatmarktanlagen erwünscht
- Hohe Sozialkompetenz mit ausgeprägter Kundenorientierung
- Kontaktfreudige Persönlichkeit mit hoher Einsatzbereitschaft
- Teamplayer
- Sehr gute Deutschkenntnisse und gute Englischkenntnisse, gute Französischkenntnisse von Vorteil
- Hohe Flexibilität und Reisebereitschaft innerhalb der Schweiz
Kontakt
Recruiting Partner
Arbeiten bei Helvetia
Das Team Helvetia ist gemeinsam da, wenn es drauf ankommt. Wir sind Menschen, auf die man sich verlassen kann. Die einander unterstützen und sich füreinander einsetzen. Die einander fordern und fördern. Die begeistern und sich begeistern lassen. So gestalten wir gemeinsam die Zukunft. &Los
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