Job offer
Estate Planning Advisor (Female or Male) in the Lausanne Area
BCV is seeking a legally trained estate planning advisor in the Lausanne region with several years of experience in private banking to advise clients on wealth transfer and build external networks.
Vos missions
- High-value-added, personalized advice for Private Banking clients on wealth transfer, provided in collaboration with their account managers and other specialists in the field (tax advisory, financial planning, retirement planning)
- Developing a network and partnerships outside the bank
- Support in developing their client base and acquiring new prospects
- Participation in advising on and leading projects to develop client concepts, as well as in drafting articles and internal or external legal and operational documentation for the Bank relating to estate planning for clients
- Bank Marketing and Consulting
- Drafting Legislative Provisions
Votre profil
- Holds an academic degree in law (lawyer status is a plus)
- Proven professional experience of several years (more than 5 years) in the field of client advisory services for the sector (tax consulting, financial planning, retirement planning)
- Ability to engage an audience and convey complex messages using our digital tools
- Analytical mind, organizational skills
- Facts and Trivia for the
- Fluency and perfection in writing
- Excellent command of spoken and written French
- Positive and dynamic personality
- Excellent listening skills and
- Good knowledge of English
Job details
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