PLEION SA - Gestion De Fortune

PLEION SA is headquartered in Geneva and is celebrating its 40th Anniversary this year. We are one of the leading independent asset managers in Switzerland and are regulated by FINMA.

We want to further build our Branch in Zurich and are looking for a :

Senior Wealth Manager – Greater China

 

Responsibilities:

  • You put the client in the centre of all your activities
  • You develop your client portfolio focused on Asian clients
  • You help clients by analysing their situation, setting up a thorough plan, implementing it and then assuring proper execution and continuous supervision
  • You cover clients in wealth management, risk management & financial planning and commit to best advice and execution
  • Together with our CIO Office you establish top notch investment proposals and execute on them
  • You review your mandates on a regular base and assure risk are managed appropriately
  • You manage your clients’ accounts and execute the needed administration for these
  • You are on top with banking regulations, compliance, KYC, ALM, etc. and have top ethical standards

 

Profile:

  • You want to work as an entrepreneur and take responsibility for your career
  • You have an impeccable track record in wealth management with Asian clients
  • You fostered very close relationship with a loyal clientele for at least 5 years
  • You have continuously upgraded your skills both on and off the job
  • A higher relevant higher education is a must
  • You are dynamic, autonomous and organised
  • You are proficient in Mandarin, English and ideally master an additional language

If you wish to fulfil your potential in an entrepreneurial and inspiring environment, we invite you to send your application by e-mail to:

Marie-France Tischhauser,
Head of Human Resources
mtischhauser@pleion.ch