PLEION SA is one of the leading independent asset managers in Switzerland and is regulated by FINMA. Our headquarter is based in Geneva with branches in Zurich, Bern, Sion, Nyon and Verbier.

We want to further build our Branch in Zurich and are looking for a Senior Wealth Manager –with focus on South East Asia

Your 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 Investment Office you establish top notch investment proposals and execute on them
  • You review your mandates on a regular base and assure risks are managed appropriately
  • You manage your clients’ accounts and execute the needed administration for these
  • Your possess up to date knowledge of banking regulations, compliance, KYC, ALM, etc. and have top ethical standards

Your profile

  • You want to work as an entrepreneur and take responsibility for your career
  • You have an impeccable track-record with clients in South East Asia
  • 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
  • Relevant higher education is a must
  • You are dynamic, autonomous and organised
  • You are proficient in English and ideally master an additional local SEA 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