Senior Wealth Managers

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

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