Berater (m/w/d) im Wealth Management am Standort Lugano mit Fokus norditalienische Kunden
Role overview
Are you a financial advisor (m/f/d) looking for an opportunity to advise your clients more independently, comprehensively, goal-oriented, and individually than ever before? Do you want to work in a company with a forward-looking vision as well as a long-term, successful, and predictable business strategy? Then read what we have to offer you and what we expect from you.
## What we offer you • A forward-looking vision and a successful business strategy • An attractive, value-oriented client care and business model without target or sales requirements • A holistic, goal- and customer-oriented consulting approach with individual investment strategies • A systematic and independent investment process with objective derivation of investment decisions • A culture of collaboration and mutual support • Security for you and your clients due to full oversight by regulatory authorities in Switzerland and the European Union • Independence, personal responsibility, and attractive earning opportunities through a performance-based compensation system • Support in continuously expanding your skills and competencies • Assistance in market development through our marketing team
## Your main tasks with us • Active market development and strengthening the presence of Colin&Cie locally • Acquiring new clients by building trust and confidence in yourself and Colin&Cie • Advising clients based on a goal-oriented consulting approach with individual investment strategies • Implementing the investment strategy and ongoing portfolio management • Managing 35 to 45 client relationships and handling administrative tasks with high service quality
Description
Are you a financial advisor (m/f/d) looking for an opportunity to advise your clients more independently, comprehensively, goal-oriented, and individually than ever before? Do you want to work in a company with a forward-looking vision as well as a long-term, successful, and predictable business strategy? Then read what we have to offer you and what we expect from you.
## What we offer you • A forward-looking vision and a successful business strategy • An attractive, value-oriented client care and business model without target or sales requirements • A holistic, goal- and customer-oriented consulting approach with individual investment strategies • A systematic and independent investment process with objective derivation of investment decisions • A culture of collaboration and mutual support • Security for you and your clients due to full oversight by regulatory authorities in Switzerland and the European Union • Independence, personal responsibility, and attractive earning opportunities through a performance-based compensation system • Support in continuously expanding your skills and competencies • Assistance in market development through our marketing team
## Your main tasks with us • Active market development and strengthening the presence of Colin&Cie locally • Acquiring new clients by building trust and confidence in yourself and Colin&Cie • Advising clients based on a goal-oriented consulting approach with individual investment strategies • Implementing the investment strategy and ongoing portfolio management • Managing 35 to 45 client relationships and handling administrative tasks with high service quality