(Senior) Client Advisor Banking for Professionals (EAM)

At Kaiser Partner, we encourage new thinking so that wealth can navigate successfully on the right side of global change. It is important to us that you share your knowledge, experience and talents in order to provide our clients with comprehensive advice, thus preserving their assets for the long term and creating new ones.

Do you want to set new standards in the financial industry together with us and actively help shape their future? We look forward to receiving your application.

Description

  • Acquisition of new clients and screening of potential new clients in cooperation with the supervisor
  • Consulting and support of existing clients in the area of B4P
  • Pre- and post-processing of client meetings
  • Preparation of presentations and individual client documents
  • Identify client needs and market opportunities to match the products and services offered in the target markets.
  • Collaboration in projects

Requirements

  • University studies in business administration with specialisation in finance or equivalent education
  • Several years of professional experience in the financial services sector
  • Negotiable foreign language skills and knowledge of Avaloq would be an advantage
  • Confident and trust-building appearance at eye level
  • Holistic thinking and action that focuses on the needs of the customer

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