Job offer
Private Banking Advisor
Banque Cantonale Vaudoise (BCV) is seeking a Private Banking Advisor to manage and expand an existing client portfolio and to advise clients on investments, financing, and risk prevention. The ideal candidate will have a college degree, experience in wealth management, and a solid understanding of financial, tax, and legal matters.
Tasks
Vos missions principales :- Manage and retain a portfolio of existing customers
- prospect and acquire new customers through your network and by expanding it
- You 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 financing
- Master and respect the legal framework to minimize operational and legal risks
- work closely with natural business partners, such as 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 a plus
- good knowledge of the local economy
- Excellent communication skills, a well-developed business acumen, and a deep understanding of customer needs
- fluency in French
Job details
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