Wealth Management Consultant

vor 3 Wochen


Basel, Basel-Stadt, Schweiz RecruitPlus GmbH Vollzeit

Wealth Management Consultant

Wir suchen eine engagierte Persönlichkeit, die umfassende und objektive Beratungsleistungen im Bereich der Vermögensverwaltung erbringen kann.

Aufgaben:

• Analyse der individuellen finanziellen Situation der Kunden und Entwicklung maßgeschneiderter Vermögensstrategien.

• Erstellung von umfangreichen Kundendokumentationen und Präsentationen zu verschiedenen Finanzthemen.

Betreuung und Beratung bestehender Kunden, um deren finanzielle Ziele zu erreichen und eine langfristige Beziehung aufzubauen.

Anforderungen:

• Abgeschlossenes Hochschulstudium (Universität oder Fachhochschule) mit Interesse an ganzheitlicher Vermögensverwaltung.

Ausgeprägte Kundenorientierung und die Fähigkeit, komplexe Informationen verständlich zu kommunizieren.

Verhandlungssichere Deutschkenntnisse in Wort und Schrift sowie idealerweise Kenntnisse in Englisch oder einer weiteren Sprache.

Angebot:

Umfassende Einarbeitung und Weiterbildung, sowohl in der Praxis als auch durch Schulungsmaßnahmen.

Möglichkeit, ein eidgenössisch anerkanntes Diplom im Bereich Finanzplanung zu erlangen.

Eigenverantwortung für die Betreuung von Kunden und die Umsetzung von individuellen Finanzkonzepten.



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