Senior Wealth Managers

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

PLEION SA is headquartered in Geneva and is one of the leading independent asset managers in Switzerland regulated by FINMA.

For our offices based in Zurich, Geneva, Bern, Sion, Nyon and Verbier – we are looking for:

Senior Wealth Managers

Your responsibilities:

  • You put the client at the centre of all your activities
  • You develop your own client portfolio, focused on your core market
  • 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 CIO Office, you establish top investment proposals and execute them
  • You review your mandates on a regular base and ensure risks are managed appropriately
  • You manage your clients’ accounts and execute the needed administration for these
  • You are on top with 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 in wealth management
  • 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
  • You hold relevant higher education degrees
  • You are dynamic, autonomous and organised
  • You are proficient in your market’s specific language, English or French and ideally master an additional 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

PLEION SA

Rue François-Bonivard 12, 1201 Geneva
t +41 22 906 81 81, f +41 22 906 81 82

Rue du Centre Sportif 22, 1936 Verbier
t +41 27 329 06 83

Chemin du Midi 8, 1260 Nyon
t +41 22 906 81 50, f +41 22 906 81 51

Schauplatzgasse 9, 3011 Bern
t +41 58 404 29 41

Seidengasse 13, 8001 Zurich
t +41 43 322 15 80

Rue Pré-Fleuri 5, 1950 Sion
t +41 27 329 00 30, f +41 27 329 00 32

info@pleion.ch           www.pleion.ch

Terms and conditions  |  Sitemap © 2022, PLEION SA (Member of PROBUS PLEION Group)

menu