Conseiller-ère à

Job description

Conseiller-ère à Suisse - Suisse romande Conseil clientèle / Relationship management Global Wealth Management

Tasks

• Developing a mutual understanding and a partnership based on trust with the client in order to accompany him in his strategic business considerations
• Defining a structured advisory process and the most suitable solutions for each client according to their needs, objectives and expectations
• Provide high quality investment solutions in close collaboration with other team members and wealth planning solutions
• Creating a development plan for the strategic customer portfolio with measurable acquisition actions
• Comply with all regulations, guidelines and standards to promote an effective risk culture
• Constant updating and maintenance of accurate and up-to-date customer documentation

Requirements

• University degree or equivalent level of education
• At least 2 years local experience
• Experience in advising entrepreneurs and/or executives
• Expert knowledge of E&G products
• Very good grasp of business contexts
• Excellent communication skills
• Resilient and a team player
• Fluent in French and English (oral)

We offer

• Flexible working models, if the role allows it
• Part-time, job sharing and hybrid working models (office and home office)
• Culture based on goals and a global infrastructure to work in an agile way
• Opportunities for further training and gaining new experience