Abteilung:

Advisory

Berufsbezeichnung:

Wealth Advisor

Das Ziel der Position:

As a Wealth Advisor with us, you’ll become a trusted ally for our clients, guiding them with expertise, empathy, and precision. This role goes beyond traditional advising; it’s about fostering deep relationships, providing strategic insights, and delivering premium, personalized advice through the convenience of digital channels. Here, every interaction is an opportunity to empower clients with knowledge, advocate for their financial well-being, and embody the values that make Alpian exceptional.

Jobübersicht:

• Provide independent, sophisticated financial advice across a diverse range of products and services, always keeping clients’ unique needs at the forefront.
• Offer clear, insightful market updates and demystify complex investment performances to keep clients informed and confident.
• Conduct in-depth portfolio reviews and propose tailored solutions that align with clients' financial goals and risk profiles.
• Serve as an ambassador of Alpian’s values, representing our brand and standards to clients and stakeholders with integrity and professionalism.
• Uphold regulatory requirements and internal policies, ensuring full compliance in every aspect of your work.

Erfahrung / Fähigkeiten erforderlich:

• Bachelor’s degree in Finance, Economics, Business, or a related field is a plus.
• Professional Certifications: SAQ certification (basis or retail) preferred.
• Skills: Strong expertise in investment knowledge, financial analysis, risk management, digital tools, and compliance.
• Core Attributes: Excellent communication, relationship-building skills, adaptability, problem-solving, and a client-focused mindset.
• Experience: 3-5 years in banking, in a client-facing role.
• Native speaker in Swiss-German, fluent in English and in one of additional national language.
• Good knowledge of the MS Office suite (Word, Excel, PowerPoint, Outlook).

This is more than a job; it’s a chance to make a meaningful impact in clients' lives, guiding them toward a secure financial future with the precision and integrity that define Alpian.