Senior Wealth Planner
NonStop Consulting
Senior Wealth Planner & Relationship Manager
Our client offers a unique opportunity to be part of a dynamic and innovative start-up environment located in Basel, Switzerland. As a Senior Wealth Planner & Relationship Manager, you will take on a key role in providing clients with holistic and independent financial advice tailored to their individual needs. Our client values responsibility and initiative, offering development opportunities in an agile work culture with flat hierarchies and a hands-on mindset.
Benefits:
– Join an innovative start-up environment in the heart of Basel, Switzerland
– Engage in hands-on financial advisory services in an independent advisory setting
– Contribute to the development of complex consulting concepts and enhance your expertise
Responsibilities:
– Develop personalized and unbiased financial advice for clients in asset planning and organization
– Participate in customer acquisition through seminars and webinars, actively contributing to the growth of the client base
– Support the training of new employees to build a strong team of consultants committed to providing top-tier services
Requirements:
– Hold a university degree
– Possess at least 5 years of experience in comprehensive financial advice, especially in investments, retirement planning, and tax optimization
– Demonstrate strong entrepreneurial thinking and exceptional communication skills, including native-level proficiency in German
Do you have any disability or condition that could affect you in the application and interview process? Please feel free to share this information as part of your application, including any necessary adjustments you might need, so we can help make the process easier for you. We assure you this information will not have any negative effect on the interview process outcome.
About NonStop: We are NonStop, a leading provider of staffing solutions throughout Europe and now also in the US. We’re passionate about connecting talent with opportunity and work non-stop to support our clients in hiring the best talent for their teams. Feel free to pop over to our website, NonStop Consulting (https://www.nonstopconsulting.com), for more information, to browse all our roles, or to let us know how we can help you.
