— Career —

Make your career with us

Passion, professionalism and engagement are virtues to which we align our work in the interest of our clients. We look forward to meeting individuals with these character traits.

Currently, we are looking for talented personalities from the following areas:

Client advisor (f/m)

Triaxis AG is an independent asset management company with a success story of more than 30 years. As an attractive employer, we convince by entrepreneurial action and going new ways.

Activities:

  • You acquire clients and build your own client base.
  • You advise and look after clients in all aspects of their financial requirements such as asset management and investment consulting.
  • You actively attend and develop your clients and professionally and sustainably strengthen your relations.
  • You analyse and develop innovative solutions and implement them.
  • You closely collaborate with other departments of the company to assure a holistic, bespoke service portfolio for the client.
  • You follow the financial markets and the trends in asset management.

Requirement profile:

Dynamic, client oriented senior personality who feels at home in the world of high net worth clients.

  • Ability to import a client base of at least 50m CHF to Triaxis AG on short notice.
  • Extraordinary motivation, entrepreneurial thinking and assertiveness.
  • Dexterity in dealing with demanding dialogue partners.
  • Great ability to work under pressure, performance orientation and a distinct capacity for teamwork – and the readiness to walk the “extra mile” for your clients.
  • University degree or equivalent training in banking or finance (AZEK, CFA chartholder, financial planner, etc.).
  • Very good spoken and written knowledge of German and English; further languages are an asset.

At Triaxis, you will find an environment in which you are also an entrepreneur, act as a partner of your clients and, as a team member, together with your colleagues, make the difference in the market. At Triaxis, you benefit from short decision making processes, openness for new ideas and direct communication. We appreciate and honour passion, engagement and team spirit.

Fitting in Triaxis means doings things with motivation and passion. If you appreciate good cooperation and enjoy challenges, then you have the right attitude to grow in our work environment. Do you want to join our team?

We look forward to discussing your professional future with us.

Please submit your application via the adjacent form.
(The following formats are allowed – .pdf, .doc, .docx)

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