Job offer
Personal Banking Advisor - Chablais Region
BCV is seeking an Individual Client Advisor for the Chablais region to manage and develop a client portfolio and advise clients on various financial matters. The ideal candidate has training in banking, several years of experience in client service, and a good knowledge of Swiss banking products.
Tasks
- proactively manage and develop a portfolio of clients
- advising clients on matters related to day-to-day property management, investment, financing, and retirement planning
- active participation in sales activities
- help identify and attract new clients for the private banking client base and for the company
Requirements
- banking or business training
- several years of experience managing a portfolio of bank clients
- Knowledge of Swiss banking products and services, supplemented by the SAQ certification "Private Client Advisor" (a plus)
- business acumen, a focus on results, independence, and strong organizational skills
- Fluency in French, good knowledge of English
We offer
- the opportunity to have a stake in a promising company
Job details
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