Conseillère ou Conseiller Clientèle individuelle

Tasks

Vos missions principales :

• Proactively manage and develop a client portfolio,
• conseiller vos clients en matière de gestion courante, de placement, de financement de biens immobiliers et de prévoyance,
• actively participate in sales activities,
• Contribute to the identification and acquisition of new clients for the Private Banking and Corporate Banking clientele.

Requirements

Votre profil :

• formation bancaire ou commerciale,
• experience of several years in managing the portfolios of individual bank clients,
• Proficiency in Swiss banking products and services, supplemented by SAQ certification as an "Individual Customer Advisor" is an asset.
• sens commercial, orientation résultat, autonomie et rigueur organizationnelle,
• Perfect command of French, good knowledge of English.

We offer

Join the leading universal bank in the canton of Vaud, where a commitment to serving our customers is at the heart of our values. Be part of the success of an institution rated AA by Standard & Poor’s since 2011, contributing to the growth of the Vaud economy as well as the appeal and vitality of your region. Let’s write three stories together: the story of your career, the story of your bank, and the story of our region.