Job offer
Conseillère ou conseiller private banking
As a Conseillère or Conseiller Private Banking in the Nyon region, you will be responsible for managing and expanding a client portfolio in the area of wealth management. Your tasks will include providing advice in the areas of investments, pensions, taxes and real estate financing as well as working together with other specialists.
Job title and region
Conseillère or Conseiller Private Banking - Région NyonTasks
- gérer et fidéliser une 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 connaissances techniques en matière fiscale, juridique et financière, complétées par la certification SAQ de "Wealth Management Advisor CWMA" un atout,
- 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
No explicit benefits mentioned, but the opportunity to participate in the future of the bank and advance your own career.Job details
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