Job offer
Senior Private Banking Advisor - Lavaux Region
Banque Cantonale Vaudoise (BCV) is seeking an experienced private banking advisor in the Lavaux region 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
- offer clients information and advice on asset management, retirement planning, taxes, succession planning, and real estate financing
- Master and respect the legal framework in order to minimize operational and legal risks.
- work closely with natural business partners, advisors to other customer segments
Requirements
- higher education (university or banking)
- Solid technical knowledge of tax, legal, and financial issues; validation through SAQ certification or Certified Wealth Management Advisor certification is an advantage.
- Extensive experience in asset management, global advisory, and/or retirement planning for clients based in Switzerland
- deep understanding of the local economic structure
- Good relationship skills, developed 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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