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 independently

We offer

* Opportunity to work in a constantly evolving company * Dynamic work environment * Local decision-making processes

Admission

Start date: immediately or to be determined.

Job details

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