Consultant (m/f/d) in Wealth Management at Schaffhausen with Focus on Regional Clients — Colin&Cie Wealth Management
CHF 77'500 - 104'500
Colin&Cie Wealth Management · Schaffhausen (SH)
- Location
- Schaffhausen
- Contract
- other
- Posted
- 698 days ago
SalaryCHF 77'500 - 104'500
Role overview
Are you a wealth management consultant (m/f/d) looking for an opportunity to advise your clients more independently, comprehensively, goal-oriented, and individually than before?
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 a wealth management consultant (m/f/d) looking for an opportunity to advise your clients more independently, comprehensively, goal-oriented, and individually than before?
- 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
- Advising 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 explore new paths
- An existing business and client network in Schaffhausen and its surroundings, with 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
