Job offer
Conseillère ou conseiller private banking Senior
The position of Senior Private Banking Advisor in the Lausanne region involves managing and growing a client portfolio, advising on financial, tax and legal matters and working with other professionals. The ideal candidate will have a higher education, experience in wealth management and excellent communication skills.
Job description
Tasks
- gérer et fidéliser un portefeuille de clients existants,
- prospecter et acquérir de nouveaux clients grâce à votre réseau,
- informer et conseiller les clients dans les domains de la prévoyance, de la fiscalité, de la succession et du financement immobilier,
- master and respect the legal framework in order to minimize operational and legal risks,
- collaborate closely with the suppliers of natural products that are the consultants of the other customer segments.
Requirements
- formation supérieure (universitaire ou économiste bancaire),
- solid connaissances techniques en matière fiscale, juridique et financière, complétées par la certification SAQ de "Wealth Management Advisor CWMA" un atout,
- confirmed experience in the field of wealth management, global consulting and/or pensions for clients domiciled in Switzerland,
- connaissance approfondie du tissu économique local,
- a good relationship, a well-developed commercial sense and a good understanding of the client's needs,
- parfaite maîtrise du français, très bonnes connaissances de l'anglais (niveau C1).
We offer
No information available.Job details
Training opportunities powered by skillaware.