High Net Worth Customer Advisor

Vor 5 Tagen


Basel, Basel-Stadt, Schweiz EDP Personalberatung GmbH Vollzeit

We are seeking a highly skilled and experienced customer advisor to join our team at EDP Personalberatung GmbH. As a High Net Worth Customer Advisor, you will be responsible for managing high net worth client relationships and providing personalized customer service.

The ideal candidate should have at least 5 years of experience in customer-facing roles and hold a certification as a Financial Planner. Prior experience in managing customer books in the upper affluent segment and building sustainable customer relationships is an advantage.

Key Responsibilities
  • Manage client relationships and provide personalized customer service.
  • Develop and maintain strong relationships with high net worth clients.
  • Collaborate with internal teams to deliver exceptional client experiences.
  • Stay up-to-date with industry trends and regulatory changes affecting wealth management.
  • Communicate effectively with clients, colleagues and external partners.
Requirements
  • Strong understanding of customer needs and preferences.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven track record of managing high net worth client relationships.
  • Industry-recognized certifications such as CFP or CAIA.


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