Job offer
Vested Benefits Administrator - 80%
Banque Cantonale Vaudoise (BCV) is seeking a Vested Benefits Manager (80%) for its Private Banking division who has experience in the field of retirement planning and advises clients on their rights and options. The ideal candidate has a background in banking or business and several years of experience in retirement planning.
Vos missions
* determine eligibility for retirement, disability, death, or cash benefits, * inform clients and client advisors about the specific legal provisions governing accounts, their personal circumstances regarding these benefits, and the decisions made regarding their eligibility for benefits, * manage relationships with other stakeholders in the field, such as pension funds, notaries, or tax authorities, * promote cross-selling by informing clients of possible solutions, particularly in bancassurance, and by connecting them with the relevant client advisors,Votre profil
* Banking or business training; a higher education qualification such as the Federal Certificate in Social Insurance or Employee Benefits is a plus, * Several years of experience in the field of pension planning, with a good understanding of the 2nd and/or 3rd pillars, * Pragmatic, proactive, thorough, and dedicated, with an analytical mind and strong interpersonal skills, * Fluent in French; knowledge of German or English is a plus.Job details