Requirements:
- Extremely strong knowledge of financial markets, client management, private banking, and wealth management overall
- 10+years of Wealth Management experience
- Independent worker with strategic decision making
- Currently managing a network of HNW and UHNW individuals to be utilised
- Have experience in managing a portfolio of CHF150Mln or more with understanding of complex financial products and client needs
- English and French ideal, any additional language beneficial (in correlation to your market coverage)
Responsibilities:
- Continue managing your existing clients as well as grow your client base further with us
- Provide extensive financial investment advisory support to clients
- Generate and grow revenues from the portfolio consistently
- Responsible for marketing the relevant strategy to clients of the family office
- Utilise global partnerships of the Family Office to best service your client's interests and provide tailor made solutions to their investment needs
Package:
- Fixed salary
- Attractive revenue share model
- Benefits
