Client Advisor - Wealth Management
Client Advisor - Wealth Management
Client Advisor - Wealth Management
Client Advisor - Wealth Management
Ampersand World SA
Personaldienstleistungen und -beratung
Genf
- Art der Anstellung: Vollzeit
- Vor Ort
- Aktiv auf der Suche
Client Advisor - Wealth Management
Über diesen Job
Job details
Our client is a long-standing private bank in German-speaking Switzerland with a strong tradition of stability, discretion, and personal client relationships. With deep roots in wealth management, they combine proven values with modern solutions. They are seeking a German-speaking, experienced, Wealth Advisor with an entrepreneurial mindset and strong client orientation.
Your mission:
- Develop and expand the client base locally
- Build and manage a personal client portfolio of high-net-worth individuals
- Provide tailored financial and investment solutions aligned with client needs and company values
- Contribute to the definition of the local market strategy, balancing innovation and tradition
- Collaborate with colleagues to maintain and enhance high consulting and quality standards
Your profile:
- Several years of experience in serving high-net-worth clients
- Strong expertise in wealth management and client acquisition
- Banking-specific training and SAQ CWMA certification (or equivalent)
- Excellent command of German; knowledge of French and English is an asset
- Well-established regional network, entrepreneurial drive, and high self-motivation
- Trustworthy, client-focused, and team-oriented personality with excellent relationship skills
The offer:
- Attractive, performance-based compensation
- Flat hierarchies and efficient decision-making processes
- A dynamic and varied working environment on a human scale
- Opportunities for training and professional development
About your application
- When you apply to Ampersand World, your data is processed with complete confidentiality.
- No application file (CV, personal information, etc.) is shared with our clients without your prior consent. We will always contact you first.
- For any questions about our selection process, please check our Q&A .
- If you wish to track your application in real time, communicate with the consultants handling your application, or obtain more details, become Premium Member .
- Ampersand World is the first independent firm and a leading expert in commodities recruitment for over 15 years.
