Job offer
Conseiller-ère clientèle des privés/individuelle
The position of Private Client Advisor at the Valais Cantonal Bank involves assisting clients with matters related to financing, investments, and wealth planning, as well as acquiring new clients. The role requires a business education, experience in banking, and strong sales and advisory skills.
Job description
Private/Individual Client Advisor. You assist clients with their inquiries regarding financing, investments, and wealth planning. You will acquire new clients with an entrepreneurial mindset. You will establish and maintain a relationship of trust with clients. You will ensure proactive follow-up with clients after an information request or a personal interaction. You will stay up to date on changes to internal and external policies. You will ensure risk control and compliance with legal regulations.Tasks
- assist clients with their inquiries regarding financing, investments, and wealth planning
- acquire new customers with an entrepreneurial spirit
- build and maintain a relationship of trust with customers
- ensure proactive follow-up support for customers
- are constantly updating their knowledge regarding changes to internal and external policies
- ensure risk management and compliance with legal requirements
Requirements
- Do you have a business degree and/or a degree in finance?
- Do you have strong sales and consulting skills for all products and services related to investments, financing, and wealth planning?
- Are you dynamic and pragmatic, do you take the initiative, and do you contribute to your team’s success?
- Do you have strong analytical skills and are you able to act quickly in unpredictable situations?
- Your knowledge of English and/or German is a real advantage
Job details
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