Private/Individual Client Advisor — Banque Cantonale du Valais

NewCHF 60'500 - 91'500

Banque Cantonale du Valais · Monthey (VS)

Categoria: Altro Contratto: full-time Salario: CHF 60'500 - 91'500

SalaryCHF 60'500 - 91'500

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Vous accompagnerez les clients dans leurs demandes en matière de financements, placements et planification patrimoniale.
Vous acquerrez dans un esprit entrepreneurial de nouveaux clients.
Dynamic and pragmatic, you benefit from a strong sense of initiative and contribute to the success of your team.

Vous accompagnerez les clients dans leurs demandes en matière de financements, placements et planification patrimoniale.
Vous acquerrez dans un esprit entrepreneurial de nouveaux clients.
Vous établirez et maintiendrez une relation de confiance avec la clientèle.
Vous assurerez un suivi proactif des clients à la suite d’une demande d'offre/d'information ou suite à un contact personnel.
Vous vous formerez de manière permanente sur les modifications de directives internes et externes.
Vous veillerez à la maîtrise des risques et au respect des dispositions légales.

Dynamic and pragmatic, you benefit from a strong sense of initiative and contribute to the success of your team.

an advisor Contact an advisor Cat Private/Individual Client Advisor Monthey
80-100%
Are you benefiting from commercial training and have an experience in the banking world?
If you are looking for an opportunity to value your skills, this job is for you.
Specifically?
You will support clients in their requests for funding, investments and heritage planning.
You will acquire in an entrepreneurial spirit new customers.
You will establish and maintain a relationship of trust with clients.
You will proactively monitor clients following a request for an offer/information or personal contact.
You will train on an ongoing basis on changes to internal and external directives.

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