Job offer
Private Client Advisor
Banque Cantonale de Fribourg is seeking a Private Client Advisor (80–100%) for the Fribourg region who will provide comprehensive advice to clients in the areas of savings, financing, retirement planning, and investments, and expand their portfolio. Requirements include a higher education degree in banking, extensive experience in private client advisory services, and French as a native language.
Your tasks
- Comprehensive advice and support for customers
- Maximizing the potential of the existing customer base, attracting new customers, and strengthening the BCF's regional network
- Promoting the bank's entire range of services as part of an omnichannel approach, as well as working closely with other segments and support teams
- Ensuring responsible risk management, particularly in the lending business, and ensuring compliance with regulatory requirements
- Participation in the training, mentoring, and professional development of junior employees
Your profile
- Higher education in banking or equivalent training
- SAQ-IK certification or a willingness to obtain it
- Extensive banking experience in retail banking, particularly in retirement planning
- A strong ability to attract and retain new customers
- Strong interpersonal and counseling skills, excellent communication and negotiation skills, a customer-oriented mindset, and a passion for teamwork
- Initiative, independence, and a sense of responsibility
- French as a native language; knowledge of German is a plus
Job details
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