Conseiller-ère clientèle des privés/individuelle

Tasks

• They assist clients with their needs in the areas of finance, investments, and wealth planning.
• They acquire new customers with an entrepreneurial spirit.
• They build and maintain a relationship of trust with customers.
• You will provide proactive customer support following a request for a quote or a transfer, using internal and external channels as needed.
• They continuously undergo training to keep up with changes to the guidelines.
• They ensure risk management and compliance with legal requirements.

Requirements

• You have a background in business and/or finance.
• You have strong sales and advisory skills regarding all financing and wealth management products.
• You are dynamic and pragmatic, and you demonstrate strong initiative and excellent teamwork skills.
• You have strong analytical skills and are able to act quickly in unexpected situations.
• Your knowledge of English and/or German is a real advantage.