Job offer
Investment Advisor
Banque Cantonale du Jura is seeking candidates for various positions, including financial advisors, assistants, and other roles in finance and customer service. The position requires a high level of expertise and the ability to build and maintain customer relationships.
SAQ Certification
The SAQ Certification is a mark of quality that confirms the holder possesses the necessary skills and knowledge of the code of conduct required for the role of a consultant. - The SAQ Certificate is a mark of quality that certifies the holder possesses the necessary skills and knowledge of the code of conduct required for the role of a consultant. - It is recognized by the Confederation. - Recertification takes place every 3 years to maintain the level of quality.Tasks
The responsibilities include: - Providing support to clients (businesses or individuals) in advising them on and managing their loan portfolios. - Acquiring and supporting clients by advising them on the creation, management, and growth of their assets. - Assisting advisors with administrative tasks and potentially managing a client portfolio.Requirements
The requirements include: - A close relationship with clients to understand their situation and needs and provide them with advice. - A broad knowledge of the financial world and specialization in wealth management. - The ability to acquire and manage clients.We offer
- The opportunity to develop and maintain a high level of expertise. - Recertification every 3 years to maintain quality standards.Job details
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