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

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