Job offer

Conseillère ou Conseiller Clientèle individuelle

BCV is looking for a Conseillère or Conseiller Clientèle individuelle to advise clients on individual asset management and actively develop a portfolio of clients. The position requires a banking background and several years of experience in managing client portfolios.

Job description

Tasks

  • gérer et développer proactivement un portefeuille de clients,
  • conseiller vos clients en matière de gestion courante, de placement, de financement de biens immobiliers et de prévoyance,
  • participer activement à des actions commerciales,
  • contribute to the development and acquisition of new clients for Private Banking clients and companies.

Requirements

  • formation bancaire ou commerciale,
  • experience of several years in managing the portfolios of individual bank clients,
  • maîtrise des produits et des prestations bancaires suisses, complétée par la certification SAQ de " Conseiller clientèle individuelle" un atout,
  • sens commercial, orientation résultat, autonomie et rigueur organizationnelle,
  • parfaite maîtrise du français, bonnes connaissances de l'anglais.

We offer

If this job is for you, please post now and take part in BCV's promising future. Let's tell 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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