Job offer
Conseillère ou conseiller private banking Senior - Région Lausanne
The position of Conseillère or Conseiller Private Banking Senior in the Lausanne region involves managing and expanding a client portfolio as well as providing advice in the areas of finance, tax and pensions. The ideal candidate will have experience in wealth management and a high level of professional expertise.
Job description
Conseillère or conseiller private banking Senior - Région Lausanne
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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