Job Description
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
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