Job offer
Private banking advisor - Nyon region
Banque Cantonale Vaudoise (BCV) is looking for a private banking advisor in the Nyon region to manage an existing client portfolio and acquire new clients. The ideal candidate will have a higher education degree and experience in asset management, as well as solid knowledge of finance, taxation, and law.
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 interpersonal skills, developed business acumen, and deep understanding of customer needs
- perfect command of French
We offer
No information available.Job details
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