Consultant (m/f/d) in Wealth Management at Lugano with Focus on Regional Clients — Colin&Cie Wealth Management
CHF 77'500 - 104'500
Colin&Cie Wealth Management · Lugano (TI)
- Location
- Lugano
- Contract
- other
- Posted
- 662 days ago
SalaryCHF 77'500 - 104'500
Role overview
Are you a wealth 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 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?
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
- Support in market management through our marketing team Your main tasks with us
- Managing 35-45 client relationships and handling administrative tasks with high service quality What you bring with you
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
- Support in market management through our marketing team
- Your main tasks with us
- Managing 35-45 client relationships and handling administrative tasks with high service quality
- What you bring with you
