International Private Wealth Advisor | Uncapped Bonus

Michael Page; Zürich; Vor Ort; CHF 200.000 - 360.000; Vollzeit

Benefits dieser Stelle

Uncapped Bonus

Zusammenfassung

Michael Page is seeking a seasoned wealth management professional to build and manage a portfolio of international private clients. You will onboard new clients, act as a trusted advisor and coordinate with investment teams to tailor solutions across markets.

The role emphasizes new business development, a proactive client-centric approach and a strong ability to network within the international wealth management arena.

Qualifikationen

• Several years of experience in wealth management, private banking, EAM or a similar client-facing environment.
• An existing network and/or transferable book of international private clients.
• A proven track record in client acquisition and relationship development.
• The ability and experience to independently onboard new clients; strong understanding of investment products and wealth management for internationally mobile private clients.
• Excellent communication and relationship-building skills.
• High integrity and a long-term client-centric mindset.
• Fluency in English; additional languages are a strong advantage.

Aufgaben

• Build, manage and continuously develop your own portfolio of international private clients.
• Acquire and onboarding new clients and convert prospects into long-term relationships.
• Act as a trusted advisor and primary point of contact for your clients.
• Understand clients' financial objectives, investment needs and individual circumstances.
• Collaborate with investment, advisory and operations teams to deliver tailored solutions.
• Identify opportunities to expand and deepen existing client relationships.
• Develop your own network, market presence and referral channels.
• Ensure a high level of service, responsiveness and professionalism throughout the client lifecycle.
• Take an entrepreneurial approach to developing your business within our platform.

Kenntnisse

Wealth management experience

Client relationship skills

Networking ability

English fluency

Jobbeschreibung

Michael Page is seeking a seasoned wealth management professional to build and manage a portfolio of international private clients. You will onboard new clients, act as a trusted advisor and coordinate with investment teams to tailor solutions across markets.

The role emphasizes new business development, a proactive client-centric approach and a strong ability to network within the international wealth management arena.