Wealth Tech BDA: Path to Private Wealth Advisor

deVere Group; Zürich; Vor Ort; CHF 70’000 - 90’000; Vollzeit

Zusammenfassung

A premier wealth management company in Zürich is seeking a Business Development Associate to support wealth management strategies and develop client presentations. The role involves sourcing new clients, providing client service, and supporting Private Wealth Advisors in their efforts. Ideal candidates will have a minimum of 1 year in financial services, strong communication skills, and an entrepreneurial mindset. This opportunity includes ongoing training aimed at transitioning into a Private Wealth Advisor role.

Qualifikationen

• Related financial services experience of 1 year minimum.
• Interest in pursuing a career as a Private Wealth Advisor.
• Ability to work in a fast-paced environment.
• Ability to think clearly under pressure.

Aufgaben

• Support and implement wealth management strategies for clients.
• Develop marketing presentations for prospective clients.
• Research investment vehicles for client asset allocation.
• Manage new business team meetings.
• Source new prospective clients through cold outreach.

Kenntnisse

Strong interest in the financial markets

Excellent verbal and written communication skills

Strong interpersonal skills

Ability to multi-task

Creative approach to problem solving

Entrepreneurial spirit

Jobbeschreibung

A premier wealth management company in Zürich is seeking a Business Development Associate to support wealth management strategies and develop client presentations. The role involves sourcing new clients, providing client service, and supporting Private Wealth Advisors in their efforts. Ideal candidates will have a minimum of 1 year in financial services, strong communication skills, and an entrepreneurial mindset. This opportunity includes ongoing training aimed at transitioning into a Private Wealth Advisor role.