Client Advisor (m / f / d) 100% (canton Zug)

For our client, an innovative Asset Management Company based in the canton Zug, we are looking for an experienced

Client Advisor (m / f / d) 100%

The company provides tailored, data-driven investment strategies focused on wealth preservation, growth, and personalized portfolio construction. We are looking for a candidate who excels at building strong client relationships, has a comprehensive understanding of financial products, and is motivated to provide exceptional service to high-net-worth clients.

Tasks

• Build and maintain long-term relationships with clients, understanding their financial needs and recommending suitable investment strategies aligned with their goals.
• Serve as the primary point of contact for clients, providing guidance on the firm’s investment products and services, as well as updates on portfolio performance.
• Identify opportunities for cross-selling additional products and services that support client objectives, focusing on increasing Assets Under Management (AUM).
• Conduct regular client reviews to discuss portfolio performance, market developments, and changes in financial needs.
• Collaborate closely with the portfolio management and research teams to ensure that client portfolios are aligned with the company’s model-based, data-driven approach.
• Stay informed about market trends and regulatory changes to provide clients with relevant information and insights.

Requirements

If you can identify yourself with the requirements of this challenging position, we look forward to receiving your application (CV and certificates / diplomas).

MEVELIN AG ist Ihr kompetenter Partner für Personalberatung & Vermittlung. Wir vermitteln erfolgreich Dauerstellen auf dem Schweizer Markt seit 10 Jahren.