Investment Advisor Wealth Management France International HNWI

Western Switzerland
07.11.2019 | Position with re­spon­si­bil­i­ties | 100%

Investment Advisor Wealth Management France International HNWI

Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?

We’re looking for an investment advisor for HNW clients to:

• Ensure smooth execution of day-to-day client queries and orders
• Define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Relationship Manager
• Proactively manage client book and make sure clients are invested according to their risk profile
• Regularly contact clients with investment opportunities
• Carry out important risk management tasks to meet legal and regulatory requirements

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