Job offer

Individual customer advisor

Banque Cantonale Vaudoise (BCV) is looking for a private banking advisor to manage and develop a portfolio of clients and advise them on various financial matters. The ideal candidate will have training in banking, experience in customer service, and a good knowledge of Swiss banking products and services.

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 commercial 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,
  • parfaite maîtrise du français, bonnes connaissances de l'anglais.

We offer

If this position is right for you, apply now and be part of a promising future. Let's write three stories together: the story of your career, the story of your bank, and the story of our region.

Job details

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