Job offer

Conseillère ou Conseiller Clientèle individuelle

Banque Cantonale Vaudoise (BCV) is looking for a personal banking advisor to advise clients in various areas such as asset management, financing, and pensions, and to build up a client base. The position offers the opportunity to be part of a successful team and contribute to the economic development of the region.

Job description

Conseillère or Conseiller Clientèle individuelle

Tasks

  • Management and proactive development of a portfolio of clients
  • Advising clients on the ongoing management, investment, financing of real estate and pensions
  • Active participation in commercial campaigns
  • Contribution to the identification and acquisition of new clients for the private banking clientele and the corporate clientele

Requirements

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

We offer

  • Participation in the promising future of BCV
  • Opportunity to shape your career, the history of your bank, and the history of our region together

Job details

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