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
- Provide clients with information and advice on asset management, retirement planning, taxes, estate planning, 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 matters; certification by SAQ as a Certified Wealth Management Advisor is a plus
- Proven experience in asset management, global consulting, and/or retirement planning for clients in Switzerland
- A deep understanding of the local economic landscape
- Strong interpersonal skills, a keen business sense, and a 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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