Job offer
Conseillère ou Conseiller Senior Private Banking Key Clients
Banque Cantonale Vaudoise (BCV) is seeking an experienced private banking advisor to manage and expand an existing client portfolio and acquire new clients. The ideal candidate will have a higher education degree, solid knowledge of finance, taxation, and law, and experience in asset management and client advisory services.
Tasks
- Manage and retain a portfolio of existing customers
- Prospect and acquire new customers through your network
- Contribute to and execute an acquisition strategy in defined segments
- Offering clients advice and information on asset management, retirement planning, taxes, succession, and real estate financing
- Master and respect the legal framework to minimize operational and legal risks
- Work closely with business partners who are natural partners in other customer areas
Requirements
- Higher education (university or banking)
- Solid technical knowledge of tax, legal, and financial issues; SAQ certification as a "Conseiller Clientèle Affluent" or "Wealth Management" is an advantage.
- Proven experience in asset management, global consulting, and/or retirement planning for clients residing in Switzerland
- Deep understanding of the local economic structure
- Strong relationship management skills, keen business acumen, and deep understanding of customer needs
- Perfect command of French and very good knowledge of English (level C1)
We offer
No information available.Job details
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