Assistant Advisor, Private Banking - Key Clients

Tasks

• Actively support Private Banking advisors in managing, monitoring, and growing their client portfolios, while ensuring compliance with regulatory and compliance requirements.
• Identify and propose opportunities for investment, financing, and wealth planning in order to contribute to client development and satisfaction.
• Build and maintain trusting relationships with customers by ensuring high-quality service and a unique experience.
• Represent the bank at meetings, events, and outreach activities to strengthen its image.
• Maintain a high level of expertise in wealth management, financial markets, financing, and wealth management solutions in order to provide advisors and clients with relevant advice tailored to their needs.

Requirements

• Higher education (bachelor's degree or HEG).
• Experience in the field of wealth management or a good understanding of the markets.
• Business acumen, strong interpersonal skills, good organizational skills, and a solutions-oriented approach.
• Fluent in French and very good knowledge of English (B2 level); knowledge of other languages is a plus.

We offer

The opportunity to be part of a successful team and contribute to the bank's growth and success.