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Open nowPosted 2 days ago

Gestionnaire de fortune 100% CDI (H/F/D)

job-room.ch104,913 open roles

Where
Sion, VS, Switzerland
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Your applicationOpen nowGestionnaire de fortune 100% CDI (H/F/D)job-room.ch · Sion, VS, Switzerland

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on job-room.ch's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

9.5% of postings close within 7 days. Measured by our own scanner across the market. job-room.ch postings stay open a median of 5 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 9.5%7 days
  4. 15.6%14 days
  5. 33.9%30 days
This job: posted 2 days ago

job-room.ch median: 5 days open

The posting

Rejoignez une entreprise en pleine croissance où vos compétences en conseil financier seront un véritable levier de succès. Postulez sans attendre !

Gestionnaire de fortune 100% CDI (H/F/D)

Responsabilités

  • Assurer un suivi rigoureux des portefeuilles et produire des rapports détaillés et clairs à destination des clients
  • Accompagner les clients avec des solutions d-investissement personnalisées, alignées sur leurs objectifs financiers
  • Détecter et exploiter de nouvelles opportunités commerciales afin de soutenir et accélérer la croissance de l-entreprise
  • Développer et gérer un portefeuille diversifié de clients privés et institutionnels, en cultivant des relations de confiance sur le long terme
  • Collaborer étroitement avec les équipes d-asset management pour concevoir et déployer des stratégies d-investissement performantes et sur mesure

Profil

  • Diplôme universitaire en finance, économie ou domaine connexe
  • Expérience confirmée d-au moins 5 ans dans la gestion de patrimoine ou un poste équivalent
  • Maîtrise approfondie des produits financiers et des stratégies d-investissement
  • Excellentes compétences en communication, en écoute active et en négociation
  • Aptitude à établir et maintenir des relations de confiance avec une clientèle exigeante
  • Maîtrise du français et de l-anglais, tant à l-oral qu-à l-écrit
  • Autonomie, rigueur, intégrité et sens aigu du service client
  • Un portefeuille de clients ou un réseau existant constitue un atout

Bénéfices

  • Une rémunération compétitive, assortie de primes motivantes liées à la performance
  • Un cadre de travail dynamique, fondé sur l-excellence, l-innovation et la collaboration
  • Un engagement fort envers l-éthique, la transparence et l-indépendance, au cœur de notre culture d-entreprise
  • Des opportunités concrètes de développement personnel et professionnel, au sein d-un environnement stimulant
  • Entrée en fonction : à convenir

Informations de contact

Veuillez postuler directement en ligne.

Si vous avez d'autres questions concernant cette offre d'emploi(référence : JN -062025-794009), veuillez contacter Madame Hend Al Mass au +41 58 233 31 60.

À propos de nous

Adecco Valais Permanent est votre agence spécialisée dans la recherche et le placement de personnel fixe pour la région du Valais francophone et du Chablais vaudois. Grâce à notre expertise approfondie du marché local de l'emploi, nous nous engageons à vous fournir un service de qualité en mettant en relation les entreprises à la recherche de talents avec des candidats qualifiés et motivés.

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