Berater (m/w/d) im Wealth Management am Standort Luxemburg mit Fokus Benelux-Kunden — Colin&Cie Wealth Management
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Full description
As an asset advisor (m/f/d), are you looking for a way to advise your clients more independently, comprehensively, goal-oriented and individually than before? Do you want to work in a company with a future-oriented 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.
This is what we offer you.
- A future-oriented vision and a successful business strategy
- An attractive, value-oriented support and business model without target and sales specifications
- A holistic, goal-oriented and customer-oriented consulting approach with individual investment strategies
- A systematic and independent investment process with objective derivation of investment decisions
- A culture of cooperation and mutual support
- Safety for you and customers due to full supervision by supervisory authorities in Switzerland and the European Union
- Independence, personal responsibility and attractive income opportunities through a success-oriented remuneration system
- Support in the continuous expansion of your own competencies and skills
- Support in market development by our marketing team
Your main tasks with us
- Active market development and strengthening the presence of Colin&Cie on site
- Winning new customers by building trust and trust in yourself and Colin&Cie
- Advising clients on the basis of a goal-oriented advisory approach with individual investment strategies
- Implementation of investment strategy and ongoing portfolio management
- Managing 35 to 45 customer relationships and performing administrative tasks with high service quality
This is what they bring with them.
- The desire to advise customers more independently and more comprehensively
- The will to break away from a classic banking structure and go new ways
- An existing business/customer network in the Benelux countries and the ability to use it profitably
- The ability to build and maintain further trusted customer relationships
- The motivation to actively shape the ambitious growth path of Colin&Cie
- The conviction to find what you are looking for as a customer advisor at Colin&Cie
Job details
- Company: Colin&Cie Wealth Management
- Position: Berater (m/w/d) im Wealth Management am Standort Luxemburg mit Fokus Benelux-Kunden
- Location: Munsbach, Ticino
- Salary: CHF 61'000 - 97'000 (source unverified)
- Sector: Finanza / Wealth Management
- Posted on: 2026-09-26
- Expired on: 2026-10-06
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