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 will have a background in banking or finance and experience in a similar role.

Job description

Private Client Advisor

Tasks

* Provide high-quality advice on retirement planning (3a accounts, 2 accounts, etc.); * Advise our clients on investments; * Support clients in their digital transformation using our solutions (e-banking, mobile banking, Twint).

Requirements

* CFC in commercial studies, 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, and attention to detail; * Team spirit, a sense of responsibility, and the ability to work independently.

We offer

No information available.

Job details

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