Job offer
Independent wealth management advisor
BCV is seeking an advisor to support independent asset managers in developing their business and acquiring new clients. The main tasks include managing and developing portfolios, advising and supporting asset managers, identifying client needs, and developing solutions.
Job description
Independent wealth management advisorsTasks
- Management and development of portfolios of independent asset managers and their clients
- Global support and advice for the development of independent asset managers
- Identifying the needs of independent asset managers and proposing solutions
- Fast and efficient handling of the partner's day-to-day business
- Supporting independent asset managers in developing their businesses and acquiring new clients
- Monitoring the execution of various tasks such as risk management, account openings, client visits, and execution of instructions from independent asset managers
Requirements
- Banking training with additional higher education or equivalent
- At least 2 years of experience in asset management, supplemented by SAQ certification as a "Wealth Management Advisor CWMA" (a plus)
- Structured and organized mind, autonomous and versatile personality
- Strong team spirit
- Good knowledge of external asset managers is an advantage.
We offer
- Participation in the promising future of BCV
- Opportunity to write three stories: your career, your bank, and our region
Job details
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