Job offer
International Private Banking Advisor
Banque Cantonale Vaudoise (BCV) is looking for a Private Banking International Advisor to manage a portfolio of clients outside Switzerland and maintain client relationships. The ideal candidate will have a higher education degree, experience in asset management, and solid knowledge of financial and legal issues.
Tasks
- Managing a portfolio of clients domiciled outside Switzerland
- Build customer loyalty
- Maintain and develop customer contacts in compliance with the legal and regulatory framework
- Optimize the profitability of your portfolio while managing the inherent risks
- Staying up to date on current banking regulations
Requirements
- Higher education (university degree or banking economist)
- Solid knowledge of regulatory and financial matters, supplemented by SAQ certification as a Wealth Management Advisor CWMA, is an asset.
- Proven experience in the field of wealth management
- Excellent interpersonal skills and genuine understanding of customer needs and communication skills
- Team spirit, initiative, and prioritization skills
- Perfect command of French, good knowledge of English (level C1)
- Proficiency in standard computer tools
Job details
Training opportunities powered by skillaware.