Wealth Management Client Advisor 100%

For one of our clients, we are looking for a
Wealth Management Client Advisor 100% (m / f)
For one of our clients, we are looking for a Wealth Management Client Advisor on a permanent contract at 100% based in Genève. The collaborator will join the bank's Wealth Management department.
Wealth Management Client Advisor 100% (m / f)
Our client is a fine bank well established in Switzerland and Europe.
Missions
Integration within the bank and the Wealth Management department;
Management and loyalty of an existing portfolio of investment clients, mainly domiciled in Switzerland;
Development of private and corporate clients in the field of wealth management;
Acquisition of new clients and new client assets in the French-speaking Swiss market, through active prospecting and a very good external network of relations;
Global analysis of financial needs and investment advice;
Sustained collaboration with the Financial Planning team, the branch network, and the Corporate department;
Monitoring of financial markets and trends in wealth management;
Involvement in regional and local life;
Training of employees if necessary;
Reporting to clients and to Management;
Participation in daily office life.
Candidate Profile
Recognized Swiss banking training or higher academic training (Diploma in banking economics, Financial Advisor Federal Diploma, Bachelor / Master in Banking and Finance);
SAQ CWMA certification;
Similar and significant experience of a minimum of five years in wealth management advisory within a Swiss banking institution is indispensable;
Proven skills in the management and development of a portfolio of Swiss private clients;
Very good knowledge of the Swiss pension system and financial planning;
In-depth knowledge of Swiss legislation and regulations regarding financial advice;
Comfort in using standard IT tools (MS Office suite);
Excellent presentation, strong client orientation, business sense and negotiation skills;
Entrepreneurial spirit, comfortable with high growth objectives;
Rigorous, analytical mind and ability to adapt;
Sense of confidentiality;
Ideally Swiss resident.
Conditions and Benefits
Our client offers a permanent contract at 100% within a quality, stable, and human-sized work environment. Teleworking is also partially possible for this position. jpid64e6084jm jpit0835jm jpiy26jm