Professional Profile:

At least 10 years experience as Wealth Advisor/Client Relationship Manager within a Private Bank, Private Banking Division of a Universal Bank, Independent Asset Management Company, Family Office.

The position can also suit to an Independent Wealth Advisor who wants to join a Multi-Family Office structure.   

 Professional Skills and Knowledge:

·         Client Relationship Management skills

·         Business Development skills

·         Portfolio Management skills

·         Excellent knowledge of international financial markets

·         Excellent knowledge of Investment Products

·         Excellent knowledge of KYC and main compliance issues 

Personal Profile:

·         Positive attitude

·         Proactive, independent and motivated

·         Capable to integrate a small and dynamic team

·         The candidate must be flexible and adaptable, must have entrepreneurial spirit and large network of potential clients

Education: 

·         University Degree or equivalent 
 

Language Skills: 

·         Excellent French and English are required

·         Knowledge of any other language is a plus

Computer Skills:

·         Bloomberg or Reuters

·         MS Office

Salary and Benefits

Compensation will be based on qualifications and experience.

Employment

As soon as possible.

Application

Please forward your CV in English to the e-mail address below:

SAM Headhunting Switzerland

Mrs. Anita Zurkinden

mobile +41 76 377 38 62
atz@samheadhunting.com