Private Client Advisor

Ce que tu accomplis

• Whether it's investments, financing, retirement planning, or basic banking products, you help your clients achieve their financial goals
• Your proactive approach allows you to grow business with your clients, with the goal of making the bank their primary financial partner

Ce que tu apportes

• 2 to 3 years of experience in providing comprehensive, 360° advisory services to private clients
• Completed vocational apprenticeship (CFC) in Financial Consulting
• Français (Très bonne maîtrise)
• Bonnes connaissances dans les domains des placements, des prêts hypothécaires et de la prévoyance
• From experience in 360° global consulting to serving individual clients
• A person who embodies human values, lives by them, and shares them
• A positive attitude, the ability to identify customers' needs and inspire them through an innate sense of communication

Ce que nous te proposons

• Up to 300 francs per month per child for outside childcare
• Formation continue individual
• Attractive contributions for external training programs
• Cumulus Points
• Up to 5 additional points per franc spent