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 wealth management, tax, succession and real estate financing issues and develop client acquisition strategies.
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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