Senior Wealth Management & Relationship Manager

You will work in a newly established department of a 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, enjoys working in a team, and has a flair for start-up businesses.

If this sounds interesting, we look forward to speaking with you further.

Description :

• Take responsibility at our Basel location and play a significant role in shaping our initiative.
• Work with clients across the Swiss and German markets.
• Advise and support our clients holistically in asset planning and organization.
• Work independently on complex consulting concepts in investments, asset management, and tax optimization.
• Manage our clients within the framework of our asset management mandates.
• Engage actively in target group-specific customer acquisition through seminars, webinars, and other representative activities.

Must Haves

• University degree (university or technical college).
• Certification as a Financial Planner.
• At least 5 years of experience in holistic financial advice.
• Experience managing a customer portfolio in the upper affluent segment and building sustainable relationships.
• Proven expertise in financial planning, investments, retirement, taxes, and financing.
• Entrepreneurial thinking, responsibility, and a proactive attitude.
• Excellent communication skills in German (native) and proficiency in English; additional languages are a plus.

Job Title : Senior Wealth Management & Relationship Manager

Job Type : Permanent

Aston Carter, an Allegis Group company, located at Aeschengraben 20, CH-4051 Basel, Switzerland. Personal data will be processed according to the Allegis Group Online Privacy Notice, available at the provided link. Data may be shared within Allegis Group and transferred outside the UK, Switzerland, and EEA, with protections as described in the Privacy Notice.

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