Berater (m/w/d) im Wealth Management am Standort Zürich mit Fokus niederländische Kunden — Colin&Cie Wealth Management
- Location
- Zürich
- Contract
- Full-time
- Posted
- 206 days ago
Full description
Are you looking to become a wealth consultant (m/f/d) who wants to provide clients with more independent, comprehensive, goal-oriented, and personalized advice? Do you want to work in an organization 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-driven service and business model without sales or sales targets
- 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 continuously expanding your own skills and abilities
- Support in market management through our marketing team ## Your main tasks
- Active market management and strengthening the presence of Colin&Cie on site
- Winning new clients through building trust and confidence in your person and Colin&Cie
- Consulting 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
- The desire to advise clients more independently and comprehensively
- The will to leave a traditional banking structure and find new ways
- An existing business and client network in the Netherlands and the ability to use it profitably
- The ability to build and maintain new trust relationships with clients
- 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
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 Zürich. This is the salary published in the original listing — 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 a cross-border work permit for a role in Zürich?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Zürich's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
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.
