Job offer
Conseillère ou conseiller private banking
Banque Cantonale Vaudoise (BCV) is looking for a private banking advisor in the Nyon region to manage and expand an existing client portfolio. The ideal candidate will have experience in asset management, solid technical knowledge, and good interpersonal skills.
Tasks
- Manage and retain a portfolio of existing customers
- prospect and acquire new customers thanks to your network
- train 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, advisors to 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 in tax, legal, and financial matters, supplemented by SAQ certification as a Wealth Management Advisor CWMA+ (an advantage)
- deep understanding of the local economic structure
- Good interpersonal skills, strong business acumen, and deep understanding of customer needs
- perfect command of French
We offer
No information available.Job details
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