Job offer
Conseiller-ère clientèle des privés/individuelle
Walliser Kantonalbank is seeking a private client advisor to advise and support clients on financing, investments, and wealth planning. The ideal candidate will have commercial training, experience in banking, and strong sales and advisory skills.
Job description
Specifically? - You will assist clients with their financing, investment, and wealth planning needs. - You will acquire new clients with an entrepreneurial spirit. - You will establish and maintain a relationship of trust with clients. - You will proactively follow up with clients following a request for a quote/information or following personal contact. - You will keep yourself informed of changes to internal and external guidelines. - You will ensure that risks are managed and legal provisions are complied with.Requirements
This position is for you if... - You have commercial training, with proven experience in banking and in managing a portfolio of banking clients. - You have strong sales and advisory skills across all investment, financing, and wealth management products and services. - You are dynamic and pragmatic, with a strong sense of initiative, and contribute to the success of your team. - You have strong analytical skills and are able to act quickly in unforeseen situations.Job details
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