For our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced
Client Advisor (m/f/d) 100%
The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client relationships, has a comprehensive understanding of financial products, and is motivated to provide exceptional service to high-net-worth clients.
Responsibilities:
- Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies aligned with their goals.
- Serve as the primary point of contact for clients, providing guidance on the firm’s investment products and services, as well as updates on portfolio performance.
- Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
- Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
- Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company’s model-based, data-driven approach.
- Stay informed about market trends and regulatory changes to provide clients with relevant information and insights.
Requirements:
- Proven experience in client relationship management, ideally within asset management, wealth management, or private banking.
- Familiarity with investment principles and financial products, with a strong client-focused mindset.
- An established client base with disclosed AUM is preferred; please include AUM information in your application.
- Excellent interpersonal and communication skills, with the ability to effectively manage and expand client relationships.
- Fluency in German and English; additional languages are advantageous.
- EU/EFTA passport or a valid work permit (C or B) for Switzerland.
If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (CV and certificates/diplomas).
For environmental and efficiency reasons, we would like to ask you to submit your application via our online application platform (click on "Apply") rather than by e-mail or by post.
Ihre Ansprechpartnerin
Frau Larisa Pürro
Kontakt
MEVELIN AG
Ruopigen Zentrum
6015 Luzern