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.
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 issues relating to asset management, pensions, taxes, succession, and real estate financing
- Master and respect the legal framework in order to minimize operational and legal risks.
- Work closely with business partners who are natural business partners, such as consultants from other customer segments.
Requirements
- higher education (university or banking)
- Solid technical knowledge of tax, legal, and financial issues, validated by SAQ certification; Certified Wealth Management Advisor is an advantage
- Extensive experience in asset management, global consulting, and/or retirement planning for clients residing in Switzerland
- deep understanding of the local economic structure
- Good interpersonal 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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