Job offer

Conseillère ou Conseiller Clientèle individuelle

Banque Cantonale Vaudoise (BCV) is looking for a Private Banking Advisor to advise clients on individual asset management and develop a portfolio of clients. The position offers the opportunity to contribute to the success of a renowned bank and promote the region's economy.

Job description

Conseillère or Conseiller Clientèle individuelle

Tasks

  • Management and development of a portfolio of clients
  • Advising clients on real estate management, investment, financing, and retirement planning
  • active participation in commercial activities
  • Contribution to identifying and acquiring new clients for the private banking clientele and corporate clientele

Requirements

  • Banking or commercial training
  • Several years of experience in managing portfolios for individual bank clients
  • Knowledge of Swiss banking products and services, supplemented by SAQ certification as a "Conseiller clientèle individuelle" (an advantage)
  • commercial acumen, results orientation, autonomy, and organizational precision
  • Perfect command of French, good knowledge of English

We offer

  • No specific benefits mentioned

Job details

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