Senior Wealth Managers
Your responsibilities
- You develop your client portfolio on the local and international markets, and build loyalty among existing customers
- You analyse the clients’ assets and advise them on wealth management, investments, financial planning, amongst others
- You analyse the performance of the different assets, taking into account the risk factors
- You manage your clients’ accounts and prepare the documents intended for them
- Excellent knowledge of banking regulations, compliance and KYC, amongst others
Your profile
- You have a successful experience of a minimum of 10 to 15 years in wealth management
- You have a loyal clientele
- You have a higher education in this field
- You appreciate customer contact and have commercial skills
- You are dynamic, autonomous, organised and manage your activities successfully
- You master French, English and a complementary language
If you wish to realise your potential in an entrepreneurial and inspiring environment, we invite you to send your application by e-mail to:
Marie-France Tischhauser
Head of Human Resources
d +41 22 906 81 14
mtischhauser@plurigestion.com