Job offer
Private Client Advisor
Banque Cantonale du Jura is seeking a Private Client Advisor to advise clients on pension planning and investment matters and assist them with digitalization. The ideal candidate has experience in banking, a solid understanding of financial products, and a strong customer-focused mindset.
Job description
Private Client Advisor, 80–100% Provide high-quality advice on retirement planning (3a accounts and others); Advise clients on investments; Support clients in their digital transformation using our solutions (e-banking, mobile banking, Twint).Requirements
- Commercial Apprenticeship Certificate (CFC), ideally with a banking specialization, or equivalent commercial training;
- Proven experience in a similar role, ideally in the Swiss banking or financial sector;
- A strong customer focus and the ability to build trusting relationships;
- Good knowledge of financial products and applicable regulations;
- Proactivity, flexibility, thoroughness;
- Team spirit, a sense of responsibility, and independence.
We offer
No information available.Job details