Private Banking Advisor for Key Clients & Entrepreneurs - Morges

Vos missions principales

• manage and retain a portfolio of existing clients
• Prospect and acquire new customers through your network
• Provide comprehensive support and the most appropriate solutions for entrepreneurs in the region; offer clients information and advice on matters related to retirement planning, taxation, estate planning, and real estate finance
• Identify and develop cross-selling opportunities between the personal and business needs of entrepreneurial clients, in coordination with the bank's "Corporate" division
• to understand and comply with the legal framework and to minimize operational and legal risks
• work closely with key business advocates who serve as advisors to other customer segments

Votre profil

• higher education (university or school of banking and finance)
• Solid technical knowledge, particularly in tax, legal, and financial matters; SAQ certification as a “Wealth Management Client Advisor” is a plus
• Proven experience in all areas of wealth management, advisory services, and/or retirement planning (at least 10 years), primarily serving HNWI clients domiciled in Switzerland
• in-depth knowledge of the local business community and involvement in networks of regional business leaders and entrepreneurs
• strong interpersonal skills, a keen business sense, and a genuine understanding of customer needs
• Fluent in French and very good knowledge of English (C1 level)