Job offer

Private Client Advisor

Banque Cantonale du Jura is seeking a Private Client Advisor to advise and assist clients on matters related to retirement planning, investments, and digitalization. The ideal candidate should have experience in banking or the financial sector, a strong customer-focused mindset, and a solid understanding of financial products and regulations.

Job description

Private Client Advisor (80–100%) - Provide high-quality advice on retirement planning (3a accounts and vested benefits accounts) - Advise clients on investments - Support clients in their digital transformation using our digital 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
  • Strong customer focus and the ability to build trusting relationships
  • Good knowledge of financial products and applicable regulations
  • Proactivity, flexibility, attention to detail
  • Team spirit, a sense of responsibility, and independence

We offer

- The opportunity to work in a constantly evolving company - A dynamic work environment - Local decision-making authority

Job details

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