Personal Financial Advisor

Tasks

Vos missions principales :

• proactively manage and develop a portfolio of clients,
• advise your clients on matters relating to ongoing management, investment, real estate financing, and retirement planning,
• actively participate in sales promotions,
• help identify and attract new clients for the private banking client base and the corporate sector.

Requirements

Votre profil :

• training in banking or business,
• Years of experience in managing a portfolio of bank clients,
• Proficiency in Swiss banking products and services; SAQ certification as a "Private Client Advisor" is a plus,
• Business acumen, results-oriented approach, independence, and organizational discipline.
• Fluency in French, good knowledge of English.

We offer

If this position is right for you, apply now and be part of BCV’s promising future. Join us in writing three stories: the story of your career, the story of our bank, and the story of our region.