Strategic Client Partner
vor 2 Wochen
Key Responsibilities:
We are seeking an experienced Client Advisor to join our team at Mevelin AG. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs, and recommending tailored investment strategies to support their goals.
Key Tasks:
- Develop and execute customized investment plans to meet client objectives
- Provide exceptional client service, ensuring timely and effective communication
- Collaborate with cross-functional teams to identify opportunities for growth and expansion
- Stay up-to-date on market trends, regulatory changes, and industry developments
Requirements:
- Proven experience in client relationship management, preferably in asset management or wealth management
- Familiarity with investment principles and financial products
- Excellent communication and interpersonal skills, with a strong client-focused mindset
- Fluency in German and English, with additional languages an advantage
- EU/EFTA passport or valid work permit for Switzerland
About Mevelin AG:
Mevelin AG is a leading provider of personalized asset management services. We focus on delivering tailored investment strategies and exceptional client service to high-net-worth individuals and families.
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