Consultant (m/f/d) in Wealth Management at Zurich with Focus on German Clients — Colin&Cie Wealth Management
- Location
- Zürich
- Contract
- other
- Posted
- 742 days ago
Role overview
Are you looking to become a wealth consultant (m/f/d) who wants to provide your clients with more independent, comprehensive, goal-oriented, and personalized advice?
Do you want to work in a company with a forward-looking vision and a long-term, successful, and planable business strategy?
Then read what we have to offer and what we expect from you. What We Offer A forward-looking vision and a successful business strategy
- Are you looking to become a wealth consultant (m/f/d) who wants to provide your clients with more independent, comprehensive, goal-oriented, and personalized advice?
- Do you want to work in a company with a forward-looking vision and a long-term, successful, and planable business strategy?
- Your Main Responsibilities
- Active market management and strengthening the presence of Colin on site
Main responsibilities
- Your Main Responsibilities
- Active market management and strengthening the presence of Colin on site
- Winning new clients through building trust and confidence in your person and Colin
- Consulting clients based on a goal-oriented consulting approach with personalized investment strategies
- Implementing the investment strategy and ongoing portfolio management
- Managing 35-45 client relationships and handling administrative tasks with high service quality What You Bring
- The desire to advise clients more independently and comprehensively
- The will to leave a traditional banking structure and find new ways
- An existing business and client network in Germany and the ability to use it profitably
- The ability to build and maintain new trustworthy client relationships
Additional details
- Then read what we have to offer and what we expect from you. A forward-looking vision and a successful business strategy
- A systematic and independent investment process with objective derivation of investment decisions A culture of collaboration and mutual support
- Managing 35-45 client relationships and handling administrative tasks with high service quality
Notes and original content
- Then read what we have to offer and what we expect from you.
- What We Offer
- A forward-looking vision and a successful business strategy
- A systematic and independent investment process with objective derivation of investment decisions
- A culture of collaboration and mutual support
- What You Bring
Questions about this listing
What salary does Colin&Cie Wealth Management offer for this role?
Colin&Cie Wealth Management lists CHF 77'500 - 104'500 gross per year for this position in Zürich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Colin&Cie Wealth Management offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Colin&Cie Wealth Management during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Colin&Cie Wealth Management?
Use the "Apply now" button on this page — it links directly to Colin&Cie Wealth Management's original listing at colin-cie.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
