Conseiller-ère bancaire

Job description

Tasks

• Taking over internal clients in the areas of law, assets and pensions
• Management and development of the internal client portfolio in compliance with applicable guidelines and regulations
• Ensuring contact with internal customers due to the special nature of these customers (securities transactions, relocations, etc.)
• Active application of the concept of banking law compliance and combating money laundering
• Effective and fast processing of internal customers' appointment requests
• Performing other administrative tasks associated with the role

Requirements

Professional skills and experience

• Federal diploma as a financial advisor (IAF) or higher education in banking and finance
• At least 3 years of experience as a customer advisor in Switzerland
• improved knowledge of German and/or English (B1)

Personal characteristics

• Clear communication and good listening skills
• Respect for confidentiality as a recognized professional quality
• People-oriented approach and consulting expertise
• Decisiveness and steadfastness
• analytical mind, understanding of the market and interest in the financial sector
• conscientious way of working and high service quality

We offer

• Attractive working conditions and first-class social benefits
• dynamic working environment
• a company with human scale

Job details

• Place of work: Neuchâtel
• Department: Human Resources
• Start: October 1, 2025 or by arrangement
• Working time: 60% (3 days)