Client Advisor Private Wealth

vor 6 Monaten

Zug, Schweiz Brandt & Partner GmbH Vollzeit

Unser Kunde, eine renommierte und wegweisende Bank in der Innerschweiz, sucht einen erstklassigen Kundenberater Private Wealth, der sich leidenschaftlich für die individuellen Finanzbedürfnisse anspruchsvoller Kunden einsetzt.

Aufgaben

Als Kundenberater Private Wealth sind Sie verantwortlich für die Betreuung und Beratung einer exklusiven Klientel vermögender Kunden. Ihre Aufgaben umfassen:

- Die Entwicklung und Umsetzung maßgeschneiderter Vermögensstrategien, die auf die individuellen finanziellen Ziele und Bedürfnisse der Kunden abgestimmt sind.
- Die Pflege und Vertiefung bestehender Kundenbeziehungen sowie die Identifikation neuer Geschäftsmöglichkeiten.
- Die laufende Marktbeobachtung und die Bereitstellung von fundierten Anlageempfehlungen.
- Die Zusammenarbeit mit einem hochqualifizierten Team von Finanzexperten, um herausragende Dienstleistungen und innovative Lösungen anzubieten.

Qualifikation
- Eine nachweisliche Erfolgsbilanz im Private Wealth Management und in der Betreuung von vermögenden Privatkunden.
- Fundierte Kenntnisse der Finanzmärkte und der damit verbundenen Anlageprodukte
- Ausgezeichnete Kommunikations
- und Verhandlungsfähigkeiten, um auf Augenhöhe mit anspruchsvollen Kunden zu agieren.
- Ein überzeugender Teamplayer, der in der Lage ist, bestehende Beziehungen zu vertiefen und neue zu knüpfen.

**Benefits**:

- Zugang zu modernsten Tools und Ressourcen, die es Ihnen ermöglichen, exzellente Dienstleistungen zu erbringen und Ihre Kunden bestmöglich zu unterstützen.
- Kontinuierliche Weiterbildung und berufliche Entwicklungsmöglichkeiten in einem angesehenen Bankinstitut.
- Eine ansprechende Vergütung und ansprechende Zusatzleistungen.
- Ein inspirierendes Arbeitsumfeld, das Teamarbeit, Vielfalt und persönliches Wachstum fördert.

Wenn Sie bereit sind, Ihre Erfahrung und Leidenschaft in einer Top-Position im Private Wealth Management unter Beweis zu stellen, freuen wir uns auf Ihre Bewerbung.

Brandt & Partner, Human Asset Management - Ihr Partner für exzellente Karrieremöglichkeiten.

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