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