External Wealth Management Advisor (m/w/d) Switzerland

Your Challenge

• Comprehensive consulting and support of a key client as well as existing institutional customers (mainly external wealth managers (EAM) in the Zurich area) and their end clients
• Proactive, successful expansion of the EAM customer base in the Zurich area
• Careful compliance with duties of care and compliance
• Participation in client events or external expert events
• Independent preparation and follow-up of client meetings
• Receipt and recording of stock exchange, foreign exchange, and money market orders
• Collaboration and/or leadership of cross-sectional specialist projects. Specialist projects

Your Profile

• Completed banking education
• Further education(s) completed (e.g. Bachelor, vocational qualifications, university of applied sciences)
• Multiple years of experience in supporting external wealth managers (EAM)
• Good knowledge of company law
• Regionally connected
• Very good user knowledge of MS-Office, Avaloq experience and SAQ certification are advantageous
• Very good German and English skills in writing and speaking, knowledge of French and Italian is an advantage
• Motivated, reliable, and team-oriented personality with high self-initiative and independence
• High customer orientation and service readiness
• Pleasant demeanor, confident appearance, and very good communication skills

Your Contact Person

You will be accompanied throughout your entire application process by

Aline Lüchinger

Talent Acquisition Manager

Your Advantages

Our employees are our greatest pride. At VP Bank, it's important to give back something and make a contribution to the well-being of each and every individual. We work on this every day. The employees of VP Bank enjoy respectful and fair treatment and benefit from the most diverse advantages. More about our benefits you can find here: