Advisory Desk Counselor

Information sur le poste

• Publication date: October 24, 2026
• Employment rate: 80%–100%
• Workplace: 2001 Neuchâtel

Our Missions

• Generate investment ideas for wealth management clients
• Actively monitor and manage client portfolios in the Wealth Management division by providing personalized advice
• Develop lists of recommendations
• Contribute to the growth of the investment client base and the Asset Management division
• Serve on the Investment Committee that sets the bank's investment policy
• Contribute to global communication related to financial markets

Your profile, your skills

• A university or advanced vocational degree in banking and finance, 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 (fund managers, etc.)
• Proficiency in all financial products, including derivatives
• 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 skills, and the ability to explain complex concepts in simple terms
• Strong customer focus
• Sense of responsibility and initiative
• Good organization and attention to detail
• Ability to work well in a team, open-minded, and a good listener
• Committed to collective success

Your Opportunity

• We offer you the opportunity to join a company that values autonomy, commitment, responsibility, projects, sustainable development, and training
• You have a great deal of freedom to act within your area of responsibility
• You will have the support of a competent and experienced management team, as well as dynamic employees who look to the future with confidence
• You will have a varied and interesting job and enjoy first-rate benefits and attractive working conditions.
• You'll work in a pleasant work environment