Job offer
Senior Private Banking Advisor
The position of Senior Private Banking Advisor in the Lavaux region involves managing and expanding a client portfolio, advising on asset, financial, and legal matters, and collaborating with other specialists. The focus is on serving clients with complex asset and financial needs.
Job description
Tasks
- gérer et fidéliser un portefeuille de clients existants,
- prospecter et acquérir de nouveaux clients à travers votre réseau,
- Contribute to and execute an acquisition strategy based on defined segments
- provide clients with advice and consultation on issues relating to wealth management, pensions, taxation, succession and real estate financing,
- 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 technical knowledge of tax, legal, and financial matters, validated by SAQ certification; Certified Wealth Management Advisor certification is an asset.
- 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 et très bonnes connaissances de l'anglais (niveau C1).
We offer
No information available.Job details
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