Job offer
Analysis financier soutien clientèle
The position of "Analyse financier soutien clientèle" in the Asset Management and Trading division of a renowned bank in Switzerland involves analyzing financial data, communicating with clients and assisting with investment decisions. The ideal candidate will have experience in private banking and/or asset management as well as excellent communication and analytical skills.
Job description
Tasks
- Participation in joint discussions with advisors of the Private Banking division and their VIP clients in the context of acquisition or retention
- Preparation of documents for the acquisition and feedback of services for VIP clients of the Private Banking division in delegated management
- Analyzing and communicating the impact of administrative decisions on the performance of mandates
- Communication of the investment policy and investment decisions to internal and external clients of the bank departments, adapted to the various interlocutors, in writing or through presentations
- Monitoring the economic environment and the financial markets
- Participation in the investment committees for management mandates
Requirements
- Confirmed experience in banking (private banking and/or asset management), client service, wealth management and analysis of the economic and financial environment
- University education and/or CFA / CIIA
- Very good relationship skills, communication skills (written and oral) and popularization skills, analytical spirit, excellent team spirit
- Good knowledge of the financial markets and analytical skills
- Familiarity with common computer tools (especially Excel and PowerPoint), mastery of specific applications for the job
- Excellent command of French, good knowledge of English, German a plus
We offer
- Participation in the promising future of BCV
- Write three stories together: Your career, your bank, our region
Job details
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