Financial Adviser 100% (f/m)

The swisspartners Group is an independent Swiss financial services provider that has been dedicated to the needs of its international private clients for 25 years. “Assets in trust” was the motto when the company was founded. At the Zurich, Geneva, Vaduz and Feldkirch locations, around 120 employees develop and market individual and tailor-made solutions in traditional asset management and comprehensice asset structuring.

swisspartners Advisors Ltd. was founded to serve US investors and fulfil their particular investment needs by offering discretionary asset management of their assets. We are an SEC-registered investment adviser, focus for over 10 years on asset management and global investments. Our portfolio experts have a comprehensive international background. Our team is focused exclusively on our clients – all US persons - in order to achieve their demanding goals. Discretion and integrity dictate our actions. To strengthen our SPA Team located in Zurich, we are looking for a committed, flexible and strongly goal-oriented candidate, who will be ready to embrace a career as

Financial Adviser 100% (f/m)
Focus on aquisition of UHNWI
 

Your tasks with us

• Acquisition of new customers for the development of your own customer book
• Holistic consulting process to gain long-term customer relationships
• Effectively maintain client portfolios in accordance with compliance guidelines
• Delivering individualized service and solutions to demanding clients seeking a personalized relationship
• Documenting and communicating strategy discussions and implementation
• Willingness and interest in active market development and regular travel activities
• Collaboration in projects and generally in the development of the company

Our requirements for you

• Completed higher studies or adequate education with appropriate further expertise
• Self-motivated individual with strong desire for growth, who is willing to learn on the job building your book of business
• Skilled communicator, customer-focused with entrepreneurial mindset and “closer” attitude
• Ability to think proactively and to anticipate needs and issues
• Enjoy to work in a dynamic, fast-paced and deadline-oriented environment
• Team player with strong interpersonal and time management skills
• Willingness to travel potentially 50% of the time
• Very strong written and oral communication skills in English, knowledge of German is an asset

We look forward to receiving your complete application including photo by email (HR@swisspartners.com).