Berater (m/w/d) im Wealth Management am Standort Luxemburg mit Fokus deutsche 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 Germany 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 deutsche 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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