Job offer
Private banking advisor - Nyon region
Banque Cantonale Vaudoise (BCV) is looking for a private banking advisor in the Nyon region to manage and expand an existing client portfolio. The ideal candidate will have experience in asset management, solid knowledge of finance, law, and taxation, and strong communication skills.
Tasks
- Manage and retain a portfolio of existing customers
- prospect and acquire new customers thanks to your network
- inform and advise clients in the areas of investments, pensions, taxes, succession, and real estate financing
- Master and respect the legal framework in order to minimize operational and legal risks.
- Work closely with natural business partners, the advisors of other customer segments.
Requirements
- higher education (university or banking economist)
- Extensive experience in asset management, global consulting, and/or retirement planning for clients based in Switzerland
- Solid technical knowledge of taxation, law, and finance, supplemented by SAQ "Wealth Management Advisor CWMA+" certification (an advantage)
- deep understanding of the local economic structure
- Good relationship skills, developed business acumen, and genuine understanding of customer needs
- perfect command of French
We offer
No information available.Job details
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