Private Wealth Advisor

Vor 4 Tagen


Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

About Our Company

Michael Page International (Switzerland) SA is a leading recruitment agency in Switzerland, specializing in finding top talent for clients in various industries.

Job Description

Key Responsibilities:
  1. Wealth Planning: Manage existing portfolios of assets for high net worth families, spread across Europe and South America.
  2. Client Communication: Act as the primary point of contact, maintaining open communication and anticipating client needs.
  3. Relationship Building: Build and strengthen long-term relationships by understanding clients' financial goals and providing tailored solutions.
  4. Wealth Transfer Solutions: Apply expertise in wealth creation, management, and transfer solutions.
Requirements:
  1. Experience: Extensive experience as a Relationship Manager / Account Manager of an own HNWI/UHNWI client portfolio in a Family Office, Bank, EAM etc.
  2. Clients Needs: Skilled in identifying client needs, providing tailored financial advice, and offering updates on market developments and portfolios.
  3. Strong Relationships: Proven ability to build and maintain strong, trust-based relationships with clients.
  4. Organizational Skills: Strong organizational skills, attention to detail, and commitment to risk and compliance standards.
  5. Adaptable Problem Solver: Adaptable, proactive, and pragmatic problem-solver with a client-first mindset.
  6. Excellent Communication: Excellent communication and interpersonal skills, able to connect with a diverse clientele.
  7. Languages: Fluent in English and French; proficiency in Spanish and/or German is a plus.


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