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 individuelleTasks
- 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