Your values in financial advice: Reliable - Personal - Long-term
Client Advisor Asset Management with option to become a GL member
Your area of responsibility
Takeover and further development of existing customers and acquisition of new customers
Professional advice and support (banquier-style) for clients on all aspects of their financial needs, e.g. in defining, implementing and monitoring their investment strategy, tax and inheritance issues, pensions, etc.
Development and implementation of customized solutions, in collaboration with team members and specialists from other areas
Participation in the bank's investment committee and independent implementation of the investment strategy and tactics decided by the bank in the client portfolios
Maintaining relationships among all employees of the bank as well as the external network with clients, associations, clubs and other local institutions
Your profile
Completed university degree / university of applied sciences (business administration) or training in banking & finance (HFBF, AZEK, CFA)
Profound banking knowledge and experience in advising and supporting wealthy private clients as a private banker, asset manager or, in a broader sense, as a financial expert
High self-motivation, commitment and team orientation
Strong work ethic, integrity and a high sense of responsibility
Excellent communication and negotiation skills at all levels
German as mother tongue, written and spoken English, French an advantage
Established network, ideally beyond Basel
In the role of partner: leadership experience, strategic, entrepreneurial and networked thinking for the further development of the company
Your advantages
Responsible position in a very renowned, regionally anchored company with a pronounced "culture fit", a flat organization and a well-coordinated team
Nice workplace in the heart of Basel with attractive employment conditions and profit-sharing model
If professionally and personally suitable, there is the possibility of taking over the position as a partner/GL member
Our customer
Our client is a long-established and successful private bank in the heart of Basel with a focus on investment advice and management. Committed and competent, it offers its private clients and foundations from the region of north-western Switzerland long-term support in all financial matters. As part of our growth strategy and succession planning, we are looking for a proven, independent and solution-oriented personality.
