Consultant (m/f/d) in Wealth Management at Lugano with Focus on Regional Clients — Colin&Cie Wealth Management
- Location
- Lugano
- Contract
- other
- Posted
- 707 days ago
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
Questions about this listing
What salary does Colin&Cie Wealth Management offer for this role?
Colin&Cie Wealth Management lists CHF 77'500 - 104'500 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Colin&Cie Wealth Management offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Colin&Cie Wealth Management during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status.
How do I apply for this position at Colin&Cie Wealth Management?
Use the "Apply now" button on this page — it links directly to Colin&Cie Wealth Management's original listing at colin-cie.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
