Wealth Management Client Advisor 100% (m / f)

• 29 août 2026
• 100%
• Durée indéterminée
• Genève

For one of our clients, we are looking for a Wealth Management Client Advisor on a permanent 100% contract based in Genève. The collaborator will join the bank's Wealth Management department.

Wealth Management Client Advisor 100% (m / f)

Our client is a fine bank well established in Switzerland and Europe.

Missions

• Integration within the bank and the Wealth Management department ;
• Management and loyalty of an existing portfolio of investment clients, primarily domiciled in Switzerland ;
• Development of private and corporate clients in the field of wealth management ;
• Acquisition of new clients and new client assets in the French-speaking Swiss market, through active prospecting and a very good external network of relations ;
• Global analysis of financial needs and investment advice ;
• Sustained collaboration with the Financial Planning team, the branch network and the Corporate department ;
• Monitoring of financial markets and trends in wealth management ;
• Involvement in regional and local life ;
• Training of employees if necessary ;
• Reporting to clients and to Management ;
• Participation in daily office life.

Candidate Profile

• Recognized Swiss banking training or higher academic education (Diploma in banking economics, Financial Advisor Certificate, Bachelor / Master in Banking and Finance) ;
• SAQ CWMA certification ;
• Similar and significant experience of at least five years in wealth management advisory within a Swiss banking institution is indispensable ;
• Proven skills in the management and development of a portfolio of Swiss private clients ;
• Very good knowledge of the Swiss pension system and financial planning ;
• In-depth knowledge of Swiss legislation and regulation regarding financial advice ;
• Ease in using standard IT tools (MS Office suite) ;
• Excellent presentation, strong client orientation, business sense and negotiation skills ;
• Entrepreneurial spirit, comfortable with high growth objectives ;
• Rigorous, analytical mind and ability to adapt ;
• Sense of confidentiality ;
• Swiss residence ideally.

Conditions and Advantages

Our client offers a permanent 100% contract within a quality, stable and human-sized working environment. Teleworking is also possible in part for this position.