Job offer
International Private Banking Advisor
The position of Conseillère or Conseiller Private Banking International involves managing a portfolio of international clients, maintaining and developing client relationships, and optimizing the profitability of the portfolio. The ideal candidate will have experience in wealth management, excellent communication skills, and a good knowledge of regulatory and financial matters.
Job description
Tasks
- Managing a portfolio of clients who live outside Switzerland,
- Retaining your customers,
- Maintaining and developing customer relationships in compliance with the legal and regulatory framework.
- Optimizing the profitability of your portfolio while managing the inherent risks
- Keeping up to date with the applicable banking regulations.
Requirements
- Higher education (university or as a bank economist),
- Solid knowledge of regulatory and financial matters, supplemented by SAQ certification as a Wealth Management Advisor CWMA.
- 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),
- Proficiency in the use of standard computer tools.
We offer
No information available.Job details
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