Wealth Management Expert

Vor 2 Tagen


Zürich, Zürich, Schweiz TN Switzerland Vollzeit

Unser Team bei TN Switzerland sucht einen Wealth Management Expert, der Kunden beraten und betreuen sowie neue Kunden gewinnen kann. Wir suchen eine erfahrene Person mit unternehmerischem Denken, die ein eigenes Kundenportfolio aufbauen und pflegen kann.

Aufgaben
  • Kundenbeziehungen aufbauen und pflegen
  • Neukundenakquisition und Netzwerkpflege
  • Beratung und Betreuung
  • Analyse und Strategieentwicklung
  • Marktbeobachtung und Geschäftsmöglichkeiten
  • Teamarbeit
Anforderungen
  • Höherer Abschluss in Banking & Finance oder vergleichbarer Bereich
  • Mehrjährige Erfahrung im Private Banking oder Wealth Management
  • Bestehendes Netzwerk potenzieller Kunden/-innen
  • Unternehmerisches Denken und Fähigkeit, ein eigenes Kundenportfolio aufzubauen
  • Verhandlungssicher in Deutsch und Englisch
Was wir bieten
  • Familiäres und unternehmerisch geprägtes Arbeitsumfeld
  • Flexible Arbeitsbedingungen
  • Flache Hierarchien und kurze Entscheidungswege


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  • Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit

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