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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
  • Zu den Ersten gehören

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.

Unternehmens-Details

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Ampersand World SA

Personaldienstleistungen und -beratung

1-10 Mitarbeitende

Genf, Schweiz

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