Wealth Manager

Infos sur l'emploi

Publication date: June 14, 2024 Workload: 80%–100% Work location: 2000 Neuchâtel

Vos missions

• Manage and maintain a portfolio of existing clients and prospects through your network
• Actively participate in the management and development of your portfolio of clients based in Switzerland
• Provide a vision and investment ideas, while drawing on Accounts and Cards, Retirement Planning, Mortgages and Real Estate, Borrowing, and Investing
• Actively support clients and prospects to provide the best management solutions tailored to their personal circumstances and goals
• Understand and comply with the legal framework in order to minimize operational and legal risks

Votre profil

• Education in economics (university-level bachelor's degree or advanced vocational training) or deemed equivalent
• At least 5 years of experience in banking or finance
• Proven experience in managing a client portfolio; Wealth management
• An established network in the canton of Neuchâtel or a commitment to developing one
• Ease in developing existing clients and acquiring new clients
• Excellent command of the French language, both written and spoken
• Proficiency in English is required; German is a plus

Vos qualités personnelles

• Excellent interpersonal skills, strong business acumen, and a genuine understanding of customer needs
• Entrepreneurial spirit
• Ability to work in a team, open-minded, and a good listener
• Strong ability to present oneself and represent the bank

Your Opportunities

• Des formations certifiantes et orientées métiers
• First-class social benefits and attractive working conditions
• A varied job in a dynamic environment
• A small, intimate establishment
• A pleasant workplace