Job offer
Personal Banking Advisor
Banque Cantonale Vaudoise (BCV) is seeking a Private Client Advisor to manage and develop a client portfolio and advise clients on financing and wealth management matters. The ideal candidate will have a background in banking, several years of experience in client relations, and a solid understanding of Swiss banking products.
Tasks
- proactively manage and develop a portfolio of clients
- advising clients on matters related to day-to-day property management, investment, financing, and retirement planning
- active participation in sales campaigns
- help identify and attract new clients for the private banking client base and corporate clients
Requirements
- banking or business training
- Several years of experience managing portfolios for individual banking clients
- Knowledge of Swiss banking products and services, supplemented by the SAQ certification in "Client Advisor for Private Clients" (a plus)
- business acumen, a focus on results, independence, and strong organizational skills
- Perfect command of French, good knowledge of English
We offer
- the opportunity to help shape the future of a bank
Job details
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