Job offer
Private Client Advisor
Banque Cantonale du Jura is seeking a Private Client Advisor for its branch in Saignelégier to advise clients on pension planning, investments, and digitalization. The ideal candidate will have experience in banking or finance, a strong customer-focused mindset, and a solid understanding of financial products and regulations.
Job description
Private Client Advisor (80–100%) for our branch in Saignelégier.Tasks
* Provide high-quality advice on retirement planning (3a accounts and vested benefits accounts) * Advise our clients on investments * Support clients in their digital transformation using the digital solutions we provide (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 ability to build trusting relationships * Good knowledge of financial products and applicable regulations * Proactivity, flexibility, and attention to detail * Team spirit, sense of responsibility, and ability to work independentlyWe offer
* Opportunity to work in a constantly evolving company * Dynamic work environment * Local decision-making processesAdmission
Start date: immediately or to be determined.Job details