Consultant (m/f/d) in Wealth Management at Lugano with Focus on Regional Clients — Colin&Cie Wealth Management

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
• An attractive, values-based service and business model without target and sales constraints
• A holistic, goal- and customer-oriented consulting approach with personalized 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 the full oversight by Swiss and European Union authorities
• Independence, personal responsibility, and attractive income opportunities through a success-oriented compensation system
• Support in the continuous expansion of your own competencies and skills
• Support in market management through our marketing team ## Your main tasks with us
• Active market management and strengthening of Colin&Cie's presence on site
• Winning new clients through building trust and confidence in your person and Colin&Cie
• Advising clients based on a goal-oriented consulting approach with personalized investment strategies
• Implementing the investment strategy and ongoing portfolio management
• Managing 35-45 client relationships and handling administrative tasks with high service quality ## What you bring with you
• The desire to advise clients more independently and comprehensively
• The will to leave a classical banking structure and explore new paths
• An existing business and client network in Ticino and the ability to use it profitably
• The ability to build and maintain new trustworthy client relationships
• The motivation to actively shape the ambitious growth path of Colin&Cie
• The conviction that Colin&Cie is the right place to find what you are looking for as a wealth consultant