Conseiller/-ère clientèle privée et commerciale

Job description

Conseiller/-ère clientèle privée et commerciale 80 -100 % Bulle

Tasks

• complete and competent advice for private and commercial clients in the investment, financing and pension provision segments
• the constitution and support of your client portfolio as well as the development of your relationship network
• the management of your banking activities and our services
• forwarding customers to other segments as part of cross-selling and upselling

Requirements

• banking training and several years of experience, particularly in the areas of loans, investments and pensions
• close professional knowledge in one or more banking areas
• further training in the banking sector
• a communicative tenacity
• a service orientation and a sense of service
• the ability to recognize needs and expectations and we appreciate the daily contact with customers

We offer

(no explicit benefits mentioned)

Further information

(only a reference to the application process)