Job offer
Individual/private client advisor
The Valais Cantonal Bank is seeking a Personal or Private Banking Advisor to advise and assist clients on matters related to financing, investments, and wealth planning. The ideal candidate will have a background in business or finance, strong sales and advisory skills, and a strong entrepreneurial spirit.
Job description
Personal Banking Advisor, Central Valais | 80–100% 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 inquiry or personal contact. You will continuously stay informed about changes to internal and external guidelines. You will ensure risk control and compliance with legal regulations.Tasks
- Assisting clients with inquiries regarding financing, investments, and wealth planning
- Acquisition of new customers
- Establishing and maintaining trusting relationships with customers
- Proactive follow-up with customers
- Ongoing training on changes to internal and external policies
- Risk Management and Regulatory Compliance
Requirements
- business or finance education
- Strong sales and consulting skills for investment, financing, and wealth management products
- dynamic and pragmatic with a strong entrepreneurial spirit
- strong analytical skills and the ability to act quickly in unpredictable situations
- Knowledge of English and/or German is a plus
We offer
No information available.Job details
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