Job offer
Private Banking Advisor
BCV is looking for a Private Banking Advisor in Lausanne to manage a portfolio of clients, acquire new clients, and advise on investments, pensions, and financing. The position requires higher education, experience in asset management, and solid expertise in taxation, law, and finance.
Job description
Tasks
- gérer et fidéliser un portefeuille de clients existants,
- prospecter et acquérir de nouveaux clients grâce à votre réseau,
- informer et conseiller les clients dans les domains des investissements, de la prévoyance, de la fiscalité, de la succession et du financement immobilier,
- master and respect the legal framework in order to minimize operational and legal risks,
- collaborate closely with the suppliers of natural products that are the consultants of the other customer segments.
Requirements
- formation supérieure (universitaire ou économiste bancaire),
- confirmed experience in the field of wealth management, global consulting and/or pensions for clients domiciled in Switzerland,
- Solid technical knowledge of tax, legal, and financial matters, supplemented by SAQ certification as a Wealth Management Advisor CWMA at most.
- connaissance approfondie du tissu économique local,
- a good relationship, a well-developed commercial sense and a good understanding of the client's needs,
- parfaite maîtrise du français.
We offer
- Let's tell three stories together: that of your career, that of your bank and that of our region.
Job details
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