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
- Development and implementation of an acquisition strategy in specific segments
- Providing information and advice to clients on matters related to wealth management, retirement planning, taxes, estate planning, and real estate financing
- Understanding and complying with the legal framework to minimize operational and legal risks
- Close collaboration with our natural business partners, the consultants serving other customer segments
Requirements
- Higher education (university or banking)
- Solid technical knowledge of tax, legal, and financial issues; certification as a "Conseiller Clientèle Affluent" or "Wealth Management" is an advantage.
- Proven experience in wealth management, global advisory services, and/or retirement planning for clients based in Switzerland
- A deep understanding of the local economic landscape
- Strong interpersonal skills, a keen business sense, and a deep understanding of customer needs
- Fluency in French and very good knowledge of English (C1 level)
We offer
No information available.Job details
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