Senior Wealth Management & Relationship Manager

Senior Wealth Management & Relationship Manager, Basel-Stadt Client: Aston Carter Location: Basel, Switzerland Job Category: Customer Service Job Reference: 000fa5e56140 Job Views: 4 Posted: 03.03.2025 Expiry Date: 17.04.2025 Job Description: You will work in a newly set up department Wealth Management Entity for one of the largest Pension Providers. The ideal candidate has at least 5 years of direct Wealth management experience, a do-er mentality, likes to work in a team, and has a flair for start-up business. If this sounds interesting, we are looking forward to speaking further with you. Description: You would like to take on responsibility at our location in Basel and play a significant and successful role in shaping our initiative. Work with clients across the Swiss and German market. You advise and support our customers holistically in asset planning and asset organisation. You work independently on complex consulting concepts in the areas of investments, asset management, and tax optimization. You will look after our clients within the framework of our asset management mandates. You will work actively with target group-specific customer acquisition such as specialist seminars, webinars, and other representative tasks. Must Haves: You have a university degree (university/technical college). Certification as a Financial Planner. At least 5 years of experience in holistic and comprehensive financial advice. Ideally, you have already managed your customer book in the upper affluent segment and can build sustainable customer relationships. Experience in preparing and advising on financial planning is a mandatory requirement. You are characterized by entrepreneurial thinking and the will to make a difference and take responsibility. You are a competent contact person and have proven expertise in the areas of investments, retirement, taxes, and financing. You are a strong acquisition, upbeat personality. You communicate easily orally and in writing in German (native language); English and/or any other national language is an advantage. Job Title: Senior Wealth Management & Relationship Manager Job Type: Permanent Aston Carter, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information. Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the \’Apply now\‘ button. #J-18808-Ljbffr