Job offer
Conseiller ou Conseiller Private Banking Senior
As a Conseiller or Conseiller Private Banking Senior, you will be responsible for managing and expanding a portfolio of private clients and advising them in the areas of pensions, taxes, succession planning and real estate financing. You should have a higher education, solid knowledge of finance, law and tax as well as experience in wealth management.
Job description
Conseiller ou Conseiller Private Banking Senior
Tasks
- gérer et fidéliser un portefeuille de clients existants,
- prospecter et acquérir de nouveaux clients grâce à votre réseau,
- informer et conseiller les clients dans les domains de la prévoyance, de la fiscalité, de la succession et du financement immobilier,
- master and respect the legal framework in order to minimize operational and legal risks,
- collaborate closely with the suppliers of natural products that are the consultants of the other customer segments.
Requirements
- formation supérieure (universitaire ou économiste banquaire),
- solid connaissances techniques en matière fiscale, juridique et financière, complétées par la certification SAQ de "Wealth Management Advisor CWMA" un atout,
- confirmed experience in the field of wealth management, global consulting and/or pensions for clients domiciled in Switzerland,
- connaissance approfondie du tissu économique local,
- a good relationship, a well-developed commercial sense and a good understanding of the client's needs,
- parfaite maîtrise du français, très bonnes connaissances de l'anglais (niveau C1).
We offer
Ecrivons ensemble trois histoires, celle de votre carrière, celle de votre banque, celle de notre région.
Job details
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