Institutional Advisor Family Office Wealth Management (m/f/d)

Randstad is your strategic partner for the next career step in wealth management and the institutional banking sector. As the world’s leading personnel service provider, we connect experienced financial experts with the most renowned institutions in Switzerland. For our client – a leading, creditworthy, and traditional Swiss cantonal bank in the bilingual economic region of Fribourg – we are seeking an entrepreneurial personality to manage institutional clients, family offices, and UHNWI.

Your new challenge

In this demanding key role within the "Institutional Clients & Family Offices" team, you will manage and develop a portfolio of high-profile clients. You combine profound investment expertise with holistic structuring advice, orchestrate the bank’s specialists, and actively drive sustainable growth in the market area.

Your tasks:

• Portfolio management & support: Holistic, first-class advice and long-term development of a client portfolio consisting of institutional clients, family offices, and UHNWI.

• Tailored solutions: In-depth analysis of complex client needs (including strategic asset allocation, customised investment solutions, institutional cash management, succession planning, and wealth structuring).

• Internal orchestration: Close collaboration with internal specialists (discretionary mandates, financing and tax experts, real estate) to create individual concepts.

• Acquisition & market development: Targeted identification of growth opportunities and active new client acquisition through a sustainable regional and supra-regional network.

• Market & regulatory expertise: Continuous monitoring of market trends, macroeconomic developments, and regulatory frameworks.

• Risk culture: Role model as the first line of defence to ensure the highest regulatory and qualitative standards.

Your profile:

• Experience: Several years of solid professional experience in institutional asset management, the UHNWI segment, or family office support.

• Expertise: Strong ability to understand complex wealth architectures and develop innovative investment strategies.

• Education: University degree (Master/Bachelor), university of applied sciences degree, or a comparable higher banking/finance qualification (e.g. CFA, CAIA, CIWM).

• Network & drive: Proven success in acquisition and networking, strategic foresight, and entrepreneurial initiative.

• Languages: Excellent French skills (spoken and written) to serve the Francophone client base, combined with good German skills (bilingualism is an advantage).

What our client offers:

• Central location & team spirit: A dynamic wealth management team in Fribourg with short decision-making paths directly on site.

• Long-term perspective & culture: A humane, stable working environment that rewards sustainable success and continuous professional development.

• Compensation & benefits: Competitive, fair total remuneration package, preferential conditions on banking services, as well as diverse sporting and social employee offers.

Are you ready to fully exploit your entrepreneurial freedom? Click the link below to submit your application documents directly and confidentially: