Job offer
Conseillère ou conseiller private banking Senior
The position as Senior Private Banking Advisor in the Lausanne region involves managing and expanding a client portfolio as well as providing advice on finance, tax, and retirement planning. The ideal candidate will have experience in wealth management and strong technical expertise in finance, law, and tax.
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 explicit benefits mentioned.Job details
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