PLEION SA - Gestion De Fortune

Senior Wealth Managers

We are involved in the fields of wealth management, investment advisory, wealth structuring, estate planning and financial consolidation.

We are looking for

Senior Wealth Managers

 

Your responsibilities:

  • You develop your client portfolio on the local and international markets, and build loyalty among existing customers
  • You analyse the clients’ assets and advise them on wealth management, investments and financial planning, amongst others
  • You analyse the performance of the different assets, taking into consideration the different risk factors
  • You manage your clients’ accounts and prepare the documents intended for them
  • You have excellent knowledge of banking regulations, compliance and KYC, amongst others

 

Your profile

  • You have a successful experience of 10 to 15 years in wealth management
  • You have a loyal clientele
  • You have a higher education in this field
  • You appreciate customer contact and have commercial skills
  • You are dynamic, autonomous and organised, and manage your activities successfully
  • You master French, English and a complementary language

 

If you wish to realise 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