Visionary solutions in finance and insurance

Our client is a leading, renowned provider of pension and financial solutions, which is continuously expanding its activities within the scope of estate planning and bank security solutions. In order to achieve its quantitative and qualitative objectives in these fields, the company needs reinforcement. We are seeking a – male or female –

Senior Advisor / Sales Manager

In this key position, you will develop partnerships with carefully selected private banks, family offices and Swiss-based investment managers with HNW and UHNW clients.
Your tasks
  • Substantial contribution to business success within a strong sales team
  • Promotion of know-how in estate planning and bank security solutions with customer-specific training activities
  • Participation in tailor-made, complex financial solutions
  • Close collaboration with in-house business and administrative departments
  • Support of the Sales Manager Switzerland for strategic issues and implementing of marketing policies
Your profile
  • Entrepreneurial, with strong commercial skills to attract new partners
  • Degree in law or economics
  • Several years of professional experience in the financial sector (international law firms, private banking, tax and asset consulting or life insurance) with contacts to wealthy clients
  • Fluent in English and German
  • Proof of proactive business development and customer management skills at business-to-business and/or business-to-consumer level
  • Enjoy autonomous work within a non-hierarchical team environment
  • Affinity for the tax and legal concerns of wealthy clients within the geographical area assigned to you
  • Expertise in the administration and project management of complex transactions
  • Strong presentation skills and sense of responsibility (adherence to the highest ethical standards)
In addition to your professional and personal development, our client offers you a respectful, appreciative corporate culture and entrepreneurial freedom.
Please either call us for a non-binding preliminary discussion or send us your application by email in German. Thank you for your interest; we look forward to hearing from you.
  • Job Title
    Senior Advisor / Sales Manager
  • Branche
  • Berufsgruppe
  • Region
    Ganze Schweiz
  • Kennziffer
  • Ihr Berater
    Patrick Bernold
    Patrick Bernold -
    St. Gallen
    Talhofstrasse 9
    CH-9000 St. Gallen
    +41 71 228 44 44
Patrick Bernold
Patrick Bernold