Conseillère ou conseiller Private Banking

Job description

Conseillère or Conseiller Private Banking - Région Lausanne Conseillère or Conseiller Private Banking Senior

Tasks

• Manage and fidelize a portfolio of existing customers,
• Gain and acquire new customers through your own network,
• inform and advise clients in the areas of pensions, taxation, succession planning and real estate financing,
• Mastering and respecting the legal framework in order to minimize operational and legal risks,
• Work closely with our natural business partners, the consultants in other customer segments.

Requirements

• Further education (university or business/banking),
• Solid technical knowledge in tax, law and finance, complemented by SAQ certification as a "Wealth Management Advisor CWMA",
• Confirmed experience in wealth management, global advisory and/or pensions for clients based in Switzerland,
• In-depth knowledge of the local economic structure,
• Good communication skills, developed business acumen and a real understanding of customers' needs,
• Perfect command of French, very good knowledge of English (level C1).

We offer

• Career opportunities,
• Future prospects,
• Regional development opportunities.