Job offer
International Private Banking Advisor
As a Private Banking International Advisor, you will be responsible for managing a portfolio of international clients and will work to strengthen client relationships and optimize portfolio performance. Your responsibilities will also include ensuring compliance with regulatory requirements and further developing your knowledge in the field of wealth management.
Job description
Tasks
- Manage a portfolio of clients residing outside Switzerland
- Retain your customer base
- Maintain and develop customer relationships in compliance with legal and regulatory requirements
- Optimize the profitability of your portfolio while managing the inherent risks
- Keeping up to date with current banking regulations
Requirements
- Higher education (university or as a certified public accountant)
- Solid knowledge of regulatory and financial matters, supplemented by SAQ certification as a Wealth Management Advisor CWMA, is a plus.
- Proven experience in the field of asset management
- Excellent communication skills and a deep understanding of customer needs
- Team spirit, sense of initiative, and priorities
- Perfect command of French, good knowledge of English (level C1)
- Confident mastery of common computer tools
We offer
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