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Private Client Advisor Basel/Zurich/Delémont – Independent Asset Manager

Would you like to engage with your experience in an independent, growth-oriented, and entrepreneurial environment? Are you looking for a new challenge in a collegial environment with flat hierarchies and a breath of fresh air?

Our Head of HR, Didier Etique, is looking forward to hearing from you (+41 32 552 17 25, etique@consilior.ch). Your application will be treated with the utmost discretion.

Your tasks:

Independent management and expansion of your existing customer portfolio
Analysis of individual customer needs and development of customized, long-term solutions, proposals, and concepts
Contribution to and further development of your network of contacts
Participation in internal committees and assumption of internal functions if interested and suitable

Your profile:

Many years of professional experience in investment consulting and asset management for wealthy private clients
A solid, loyal customer base
High level of initiative and entrepreneurial thinking
Solid banking education with extensive, broad-based specialist knowledge
Strong customer focus
Highly self-motivated, independent, reliable, and loyal

We offer:

An established, stable, and long-term oriented environment
Integration into a motivated team
Attractive working conditions with creative leeway

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