Conseiller-ère en gestion de fortune (CPL)

Job description

Tasks

• You are responsible for your own customer portfolio (CPL)
• You are responsible for acquiring new customers, in particular through your established network
• You actively develop your client portfolio within the framework of the bank's investment policy and in a team vision that you contribute to and dynamize
• They offer personalized investment solutions that take the client's overall situation into account
• They analyze clients' entire assets and advise them in particular on financial investments, real estate financing, taxation, pensions and retirement planning
• You ensure proactive customer relationship management and maintain a high level of service
• You will energetically develop the presence of the Raiffeisen brand in the local market by offering all our services to private customers

Requirements

• You have confirmed experience of at least 10 years as a wealth advisor for a private clientele in Switzerland
• You already have an assigned clientele and are able to activate a network of contacts in the Lausanne region
• You have a higher banking education, ideally supplemented by the SAQ certification CWMVA
• You value customer contact and have a very keen commercial sense
• You are goal-oriented, results-driven and achieve success very quickly
• You are dynamic, autonomous and enterprising

We offer

• We give room for initiative
• We promote personal and professional development
• We offer flexible working models
• We do meaningful and varied work