Puidoux
Wealth Management Advisory Assistant
- 05 October 2026
- 80 – 100%
- Permanent position
About the job
A Wealth Management Advisory Assistant
Occupancy rate: 80% - 100%
Do you want to develop at the heart of investment advisory activities and actively contribute to supporting a demanding clientele? Do you enjoy teamwork, demonstrate rigour and like to provide quality support?
Then this opportunity is made for you.
What awaits you?
Your main tasks: • Provide administrative and operational support to advisors in managing client files • Prepare and develop investment proposals in collaboration with advisors • Participate in the preparation and monitoring of financing files • Ensure the quality and accuracy of client data as well as compliance with regulatory requirements • Contribute to prospecting efforts and commercial activities • Actively collaborate in the smooth running and development of the investment sector
What do you bring?
Your profile: • Complete banking training (banking CFC or equivalent training) • Experience in the banking sector, ideally in investments or client advisory • Strong interest in financial markets and investment solutions • Excellent organisation, sense of priorities and administrative rigour • Good interpersonal skills and strong client orientation • Team spirit, commitment and autonomy in task execution • Good command of common IT tools • Resident in Switzerland
We work in a friendly environment
Cooperative values are our pillars. Together. For each other. They shape the way we collaborate and behave towards one another. The culture of informal address fosters personal closeness and exchanges on an equal footing at all levels of function.
We embrace diversity and equal opportunities
We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and decisively contributes to our success.
We promote personal and professional development
Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner, through a varied internal training offer as well as contributions towards external further training costs.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various discounts with third parties as well as financial stability and retirement provision above average.
Do you have any questions?
For questions about the job content:
Mr Etienne Chamot Wealth Management Advisory Manager
For questions about the application process:
Ms Katia Viale HR Manager
We look forward to receiving your online application
About us
