Job offer
Conseillère ou conseiller private banking
Banque Cantonale Vaudoise (BCV) is seeking a private banking advisor in the Nyon region to manage and expand an existing client portfolio and advise clients on various financial matters. The ideal candidate will have a higher education degree, experience in asset management, and solid knowledge of financial, tax, and legal issues.
Tasks
- Manage and retain a portfolio of existing customers
- prospect and acquire new customers thanks to your network
- inform and advise clients in the areas of investments, pensions, taxes, succession, and real estate financing
- Master and respect the legal framework in order to minimize operational and legal risks.
- Work closely with natural business partners, the advisors of other customer segments.
Requirements
- higher education (university or banking economist)
- Extensive experience in asset management, global consulting, and/or retirement planning for clients based in Switzerland
- Solid technical knowledge of taxation, law, and finance, supplemented by SAQ "Wealth Management Advisor CWMA+" certification as an advantage
- deep understanding of the local economic structure
- Good interpersonal skills, developed business acumen, and deep understanding of customer needs
- perfect command of French
We offer
No information available.Job details
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