Job offer
Conseillère ou Conseiller Senior Private Banking Key Clients
BCV is seeking a Senior Private Banking Key Clients Advisor to acquire and manage executive clients and provide comprehensive advice in the areas of wealth management, retirement planning, and taxes. The ideal candidate will have a college degree, in-depth expertise in wealth management, and fluency in French as well as very good English skills.
Conseillère ou Conseiller Senior Private Banking Key Clients
Vos missions
- prospect for and acquire new customers through your network,
- contribute to and implement an acquisition strategy for the defined segments,
- provide clients with information and advice on wealth management, retirement planning, taxation, estate planning, and real estate financing,
- retain and expand the "executive" client portfolio,
- identify and develop cross-selling opportunities between the personal and business needs of entrepreneurial clients in coordination with the bank’s “Corporate” division,
- work closely with our natural business partners—the advisors serving other client segments,
- Understand and comply with the legal framework in order to minimize operational and legal risks.
Votre profil
- higher education (university degree or training as a banking economist),
- Solid technical knowledge in tax, legal, and financial matters; SAQ certification as an “Affluent Client Advisor” is a plus,
- in-depth knowledge of the local economy,
- Proven experience in the field of wealth management, comprehensive advisory services, and/or retirement planning for clients domiciled in Switzerland; experience in “Wealth Management” is a plus,
- good interpersonal skills, strong business acumen, and a genuine understanding of customer needs,
- Fluent in French and has a very good command of English (C1 level).
Job details
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