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 collaboration with the supervisor
  • Advising and supporting existing clients in the Banking for Professionals area
  • Preparation and follow-up of client meetings
  • Preparation of presentations and individual client documents
  • Determining client needs and market opportunities in order to match the products and services to be offered in the target markets
  • Collaboration in projects

Requirements

  • University degree in business administration with a specialisation in finance or equivalent
  • Several years of professional experience in the financial services sector
  • Business fluent in foreign languages skills and knowledge of Avaloq an advantage
  • Confident and trust-building demeanour at eye level
  • Holistic thinking and acting, focussing on the needs of the client

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