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