Conseiller/ère Institutionnelle/family Office - Gestion Patrimoine, 80%-100%, Fribourg

Banque Cantonale de Fribourg

Fribourg, CH
On-site
Institutional client portfolio management
High-level investment advice
Integrated wealth vision
Develop and manage a portfolio of institutional clients, family offices and UHNWI, ensuring excellent service and a lasting relationship of trust

Job Summary

  • Develop and manage a portfolio of institutional clients, family offices and UHNWI, ensuring excellent service and a lasting relationship of trust.
  • Coordinate internal expertise (discretionary management, taxation, sophisticated financing solutions, real estate, etc.) to offer tailor-made solutions.
  • A competitive, equitable and transparent remuneration, preferential conditions on our banking services, and numerous free social and sports events.

Matching Summary

Develop and manage a portfolio of institutional clients, family offices and UHNWI, ensuring excellent service and a lasting relationship of trust.

Skills & Requirements

Must-have

  • Institutional client portfolio management
  • High-level investment advice
  • Integrated wealth vision
  • Complex client needs understanding
  • Financial markets strategic watch

Nice-to-have

  • Excellent communication skills
  • Human and stimulating work environment
  • Long-term career progression
  • Social and sports events

Key Requirements

  • Proven experience in institutional wealth management
  • University or equivalent higher education
  • Fluent French and good German speaker

Work Rights

Not specified

Tailored Resume

Cover Letter