Job offer
Estate Planning Advisor - Lausanne Region
Banque Cantonale Vaudoise (BCV) is seeking an Estate Planning Advisor for the Lausanne region to advise clients on estate planning and build a network of external partners. The ideal candidate has a degree in law, several years of experience in client advisory services, and excellent communication skills.
Vos missions
- High-value-added, personalized advice for Private Banking clients on wealth transfer, provided in close collaboration with their account managers and other specialists in the field (tax advisory, financial planning, retirement planning)
- Developing a network and partnerships outside the bank
- Support for client advisors in growing their client base and acquiring new prospects
- Promoting the bank and estate planning services in particular by organizing client events and writing articles and internal or external documentation
- Support for the Bank's strategic and operational projects related to estate planning for clients
- Drafting Proposed Legislation
Votre profil
- Academic degree in law (lawyer or attorney)
- Proven professional experience of several years (5+ years) in the field of customer consulting
- The ability to guide and advise our clients clearly and proactively, providing personalized solutions
- Ability to understand and convey complex messages
- Analytical skills, organizational skills, and a commitment to customer service
- Knowledge and Curiosity About Digital Tools
- Fluency in writing and a perfect command of spoken and written French
- A positive and dynamic individual with the ability to work both independently and as part of a team
- Excellent listening skills and empathy
- Good knowledge of English
Job details
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