Wealth Manager 100% CDI (M/F/D)

Join a dynamic structure where your financial advisory skills will be valued and will truly make a difference! Apply now!

Wealth Manager 100% CDI (M/F/D)

Responsibilities

• Collaborate with the d-asset management teams to design and implement effective and adapted strategies
• Identify and seize new business opportunities to strengthen the l-entreprise growth strategy
• Advise clients on personalized d-investment solutions, in accordance with their financial objectives
• Regular monitoring of portfolios and preparation of detailed reports for clients
• Build and manage a diversified portfolio of private and institutional clients

Profile

• University degree in finance, economics or equivalent field
• Minimum of 5 years d-experience in wealth management or a similar role
• Solid expertise in financial products and d-investment strategies
• Ability to establish and maintain trusting relationships with a demanding clientele
• Autonomy, rigor, integrity and ability to meet client needs
• Excellent communication and negotiation skills
• Existing portfolio or network constitutes an advantage
• Proficiency in French and l-anglais

Benefits

• Opportunities for personal and professional development
• Dynamic environment focused on l-excellence and l-innovation
• Competitive remuneration with performance-based incentives
• Commitment to ethics and transparency, within an independent structure

Contact information

Please apply directly online.

If you have any other questions regarding this job offer (reference: JN -122024-685015), please contact Madame Hend Al Mass at +41 58 233 31 60.

About us

Adecco Valais Permanent is your agency specialized in the search and placement of permanent staff for the French-speaking Valais region and the Chablais vaudois. Thanks to our in-depth expertise of the local job market, we are committed to providing you with a quality service by connecting companies looking for talent with qualified and motivated candidates.