Conseillère ou Conseiller Senior Private Banking Key Clients

Tasks

• Acquire and attract new customers through your network
• Help develop and implement an acquisition strategy for specific segments
• Provide clients with the necessary information and advice in the areas of wealth management, retirement planning, taxes, estate planning, and real estate financing
• Maintain and expand client portfolios and client relationships
• Identify and develop cross-selling opportunities that bridge the personal and business needs of entrepreneurial clients, in coordination with the bank’s corporate division and when relaying the needs of “executive” clients
• Understand and comply with the legal framework to minimize operational and legal risks
• Work closely with other consultants as well as consultants from other client segments

Requirements

• Higher education (university or banking economist)
• Solid technical knowledge in the areas of taxes, law, and finance; certification as a “Conseiller Clientèle Affluent” or “Wealth Management” from the SAQ is a plus
• Proven experience in wealth management, comprehensive financial planning, and/or retirement planning for clients residing in Switzerland
• In-depth knowledge of the local economic structure
• A strong business acumen and a genuine understanding of customer needs
• Fluent in French and very good English skills (C1 level)