Job offer

SME Advisor, Lausanne – Department Head

The position of SME Advisor in Lausanne involves leading a team of assistants, managing and developing a portfolio of small and medium-sized enterprises (SMEs), and advising these clients on financial products and services. The ideal candidate has a college degree, experience in corporate finance, and excellent communication and analytical skills.

Tasks

Your main responsibilities:
  • manage a team of assistant advisors and advisors,
  • manage and develop a portfolio of small and medium-sized business clients and advise them by offering services and products,
  • manage and develop the portfolio in connection with innovation and participate in activities related to this client base,
  • analyze credit applications,
  • prepare financing files by identifying any risk factors,
  • manage administrative follow-up,
  • work closely with natural business introducers, such as advisors in other customer segments.

Requirements

Your profile:
  • higher education,
  • experience in the field of corporate finance,
  • proficiency in standard computer tools,
  • Excellent communication and negotiation skills, analytical skills, risk management, customer focus, and a drive for performance,
  • Native French speaker with knowledge of English and German.

Job details

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