Job offer

Personal Banking Advisor - Chablais Region

Banque Cantonale Vaudoise (BCV) is seeking a Personal Banking Advisor for the Chablais region to manage and develop a client portfolio. The ideal candidate will have a background in banking, experience in client relations, and a good command of French and English.

Tasks

  • Proactively manage and develop a portfolio of clients
  • Advise clients on matters related to day-to-day property management, investment, financing, and retirement planning
  • Actively participate in sales promotions
  • Help identify and attract new clients for the private banking client base and for corporate clients

Requirements

  • Banking or commercial training
  • Several years of experience managing a portfolio of private clients
  • Knowledge of Swiss banking products and services, supplemented by SAQ certification as a "Private Client Advisor" (a plus)
  • Commercial acumen, results orientation, autonomy, and organizational discipline
  • Perfect command of French, good knowledge of English

We offer

  • Contribute to the success of a renowned institution
  • An interesting and diverse work environment

Job details

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