Personal Banking Advisor

Specifically?

• You will assist clients with their needs regarding financing, investments, and wealth planning.
• You will acquire new clients by applying an entrepreneurial mindset.
• Vous établirez et maintiendrez une relation de confiance avec la clientèle.
• You will proactively follow up with clients after they request a quote or following a significant life event, providing added value through service, information, or financial guidance—including both internal and external services.
• You will stay up to date on changes in national and international legislation, as well as trends in domestic and international markets.
• You will ensure that risks are managed effectively and that legal and internal policies are followed.

Does this challenge appeal to you? This position is perfect for you if...

• You have a background in business, with proven experience in the banking industry, as well as experience managing a portfolio of banking clients.
• You have strong sales and advisory skills across the full range of banking products, investment products, insurance, and wealth management.
• Dynamic and pragmatic, you have a strong sense of initiative and organizational skills and work well as part of a team.
• You have strong analytical skills and are able to act quickly and find solutions when unexpected events arise.
• Your interest in the art of living and in premium, exclusive services is a major asset when it comes to approaching your clients in sensitive situations and providing them with personalized advice.
• Would you like to meet one of the leading experts in managing a wealth management and investment advisory center in the heart of the canton of Valais?