Private Banking Advisor

Tasks

Vos missions principales :

• manage and retain a portfolio of existing customers,
• prospect and acquire new customers thanks to your network and its growth,
• You will provide customers with information and advice on investments, real estate financing, and retirement planning,
• Guide clients through a comprehensive wealth management strategy that includes a 360-degree analysis of their situation in the areas of investments, retirement planning, and finances,
• Master and respect the legal framework to minimize operational and legal risks,
• work closely with our natural business partners—the consultants serving other customer segments.

Requirements

Votre profil :

• higher education (university or banking),
• experience in the field of wealth management, comprehensive advisory services, and/or retirement planning for clients residing in Switzerland,
• Solid technical knowledge of tax, legal, and financial matters, supplemented by the SAQ "Wealth Management Advisor CWMA" certification, which is an asset,
• a good understanding of the local economic structure,
• excellent interpersonal skills, a keen business sense, and a deep understanding of customer needs,
• Complete mastery of French.

We offer

If this position is right for you, apply now and be part of BCV’s promising future. Let’s write three stories together: the story of your career, the story of your bank, and the story of our region.