Advisory Desk Counselor

General information

• Employment rate: 80%–100%
• Workplace: 2001 Neuchâtel

Vos missions

• Generate investment ideas for the bank's investment clients
• Actively monitor and manage portfolios for sophisticated clients
• Conducting a job interview by phone, email, or remotely
• We provide wealth management services by offering high-quality, personalized advice
• Develop lists of recommendations
• Contribute to the growth of the investment and asset management client base
• Serve on the Investment Committee, which sets the bank's investment policy
• Contribute to global communication related to financial markets

Your profile, your skills

• A university or advanced vocational education in finance, including courses in banking and continuing education related to the field of investments
• Several years of proven experience as a wealth advisor or in other roles related to financial markets (analyst, product manager, sector manager, trader, sales representative, support desk representative, fund or manager aggregator, etc.)
• Expertise in all financial products, including structured derivatives and certificates
• A native French speaker, you are fluent in English (at least B2 level) and have a good knowledge of German

Vos qualités personnelles

• Excellent interpersonal skills, strong communication and listening skills, organizational skills, and attention to detail
• Strong customer focus
• Sense of responsibility and initiative
• Good organization and attention to detail
• Ability to work as part of a team, open-minded, with good communication skills
• Committed to collective success

Your Opportunity

• One or more years of relevant experience in the financial sector
• Are you interested in pursuing a career in an environment that emphasizes quality of service?
• You value sustainable development and sustainability
• You enjoy finding creative solutions and have a keen understanding of the stock market
• You have patience and perseverance, because financial markets can sometimes be unpredictable
• Would you like to join a dynamic, informal, and supportive team that offers you the opportunity to grow while maintaining your independence?
• You'll work in a pleasant work environment