Private Banking Advisor for Key Clients & Entrepreneurs - Morges

Vos missions principales

• Manage and build loyalty among a portfolio of private clients
• Prospect and acquire new and existing customers
• To provide comprehensive support and the most appropriate solutions for entrepreneurs in the region
• Provide clients with information and advice on matters related to retirement planning, taxation, estate planning, and financing
• Understand and comply with the legal framework in order to minimize operational and legal risks
• Work closely with key business referrers, who are the advisors for other customer segments

Votre profil

• Higher education (university or business school) in finance or a related field (law, management, economics, or business administration)
• Solid technical and legal knowledge in tax, legal, and financial matters, demonstrated by SAQ certification as an “Affluent Client Advisor” or “Wealth Management” professional, or proven experience in the fields of wealth management, comprehensive advisory services, and/or retirement planning (minimum 10 years), serving a local client base within the region’s network of entrepreneurs
• In-depth knowledge of the local business community and active participation in the region’s network of entrepreneurs
• Strong interpersonal skills, business acumen, the ability to listen and observe, the ability to anticipate needs and turn information into concrete solutions for customers—all while working with a high degree of autonomy
• Fluent in English (C1 level)