Conseiller ou Conseiller Private Banking Senior

Job description

Conseiller ou Conseiller Private Banking Senior

Tasks

• Manage a portfolio of existing customers and retain them in the long term,
• Gain and acquire new customers through your own network,
• inform and advise clients in the areas of pensions, taxes, succession planning and real estate financing,
• Mastering and complying with the legal framework in order to minimize operational and legal risks,
• Work closely with our natural business partners, the consultants in other customer segments.

Requirements

• A higher education (university or bank economist),
• Solid technical knowledge in the areas of tax, law and finance, supplemented by SAQ certification as a "Wealth Management Advisor CWMA",
• A proven track record in wealth management, global advisory and/or pensions for clients domiciled in Switzerland,
• In-depth knowledge of the local economic structure,
• Good communication skills, a developed commercial understanding and a deep understanding of customers' needs,
• Perfect command of French, very good knowledge of English (level C1).

We offer

• The opportunity to get involved with BCV for the future,