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