PLEION (MONACO) SAM - Gestion De Fortune

Senior Wealth Managers

Your responsibilities

  • You develop your client portfolio on the local and international markets, and build loyalty among existing customers
  • You analyse the clients’ assets and advise them on wealth management, investments, financial planning, amongst others
  • You analyse the performance of the different assets, taking into account the risk factors
  • You manage your clients’ accounts and prepare the documents intended for them
  • Excellent knowledge of banking regulations, compliance and KYC, amongst others


Your profile

  • You have a successful experience of a minimum of 10 to 15 years in wealth management
  • You have a loyal clientele
  • You have a higher education in this field
  • You appreciate customer contact and have commercial skills
  • You are dynamic, autonomous, organised and manage your activities successfully
  • You master French, English and a complementary language


If you wish to realise your potential in an entrepreneurial and inspiring environment, we invite you to send your application by e-mail to:

Marie-France Tischhauser
Head of Human Resources

d +41 22 906 81 14