Job offer
Conseillère ou Conseiller Senior Private Banking Key Clients
As a Conseillère or Conseiller Senior Private Banking Key Clients, you will be responsible for managing and expanding a portfolio of key clients in the area of private banking. You will advise clients on issues relating to asset management, pensions, tax law and real estate financing.
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 connaissances techniques en matière fiscale, juridique et financière, validation par la certification SAQ de " Conseiller Clientèle Affluent " ou " Wealth Management " 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 et très bonnes connaissances de l'anglais (niveau C1).
We offer
No information available.Job details
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