Senior Wealth Management & Relationship Manager

JOB DESCRIPTION

You will work in a newly set up department Wealth Management Entity for one of the largest Pension Providers. The ideal candidate has at least 5 years of direct Wealth management experience a do-er mentality, likes to work in the team and has a flair for start-up business.

If this sounds interesting, we are looking forward to speaking further with you.

Description :

• You would like to take on responsibility at our location in Basel and play a significant and successful role in shaping our initiative
• Work with clients across the Swiss and German market
• You advise and support our customers holistically in asset planning and asset organisation
• You work independently on complex consulting concepts in the areas of investments, asset management and tax optimization
• You will look after our clients within the framework of our asset management mandates
• You will work actively with target group-specific customer acquisition such as specialist seminars, webinars and other representative tasks

Must Haves

Job Title : Senior Wealth Management & Relationship Manager

Location : Basel, Switzerland

Job Type : Permanent

Aston Carter, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. Aston Carter is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at

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