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 authorityJob details