Client Advisor

vor 1 Tag

Zug, Schweiz Mevelin AG Vollzeit

For our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced

Client Advisor (m/f/d) 100%

The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client relationships, has a comprehensive understanding of financial products, and is motivated to provide exceptional service to high-net-worth clients.

Tasks
  • Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies aligned with their goals.
  • Serve as the primary point of contact for clients, providing guidance on the firm’s investment products and services, as well as updates on portfolio performance.
  • Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
  • Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
  • Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company’s model-based, data-driven approach.
  • Stay informed about market trends and regulatory changes to provide clients with relevant information and insights.
Requirements
  • Proven experience in client relationship management, ideally within asset management, wealth management, or private banking.
  • Familiarity with investment principles and financial products, with a strong client-focused mindset.
  • An established client base with disclosed AUM is preferred; please include AUM information in your application.
  • Excellent interpersonal and communication skills, with the ability to effectively manage and expand client relationships.
  • Fluency in German and English; additional languages are advantageous.
  • EU/EFTA-passport or a valid work permit (C or B) for Switzerland.

If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (CV and certificates/diplomas).

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