Conseillère successorale ou conseiller successoral - Région Lausanne — Banque Cantonale Vaudoise

Full description

What if your professional history continues at the BCV? Join the first universal bank in the canton of Vaud, one of the strongest banks in the world, and its 2,000 collaborators. Take part in the success of an institution rated AA by Standard & Poors since 2011 and contribute to the growth of the Vaud economic fabric as well as to the attractiveness and vitality of our region. Are you an expert with excellent experience in heritage planning? Do you know how to analyze the heritage situation of our private banking clients and advise them? For our Private Banking division, we are looking for a:

Estate Adviser Your missions

• Private Banking's personalized, value-added advice to private banking clients on asset transfer in close collaboration with their managers and other industry specialists (tax advice, financial planning, foresight advice)
• Development of a network and partnership external to the bank
• Support for customer advisors in developing their client book and acquiring prospects
• The promotion of the bank and the estate council in particular through the animation of customer events and the writing of articles, internal or external documentation
• Support for the Bank's strategic and operational projects related to the client estate board
• Drafting Your Profile:
• Holder of academic training as a lawyer (advantage lawyer)
• Multi-year (+5 years) confirmed professional experience in customer counselling
• Skills to guide and advise our clients in a clear and proactive way, providing customized solutions.
• Ability to capture an audience and deliver complex messages
• Spirit of analysis, fitness for organisation and customer service
• Knowledge and curiosity for digital tools
• Writing and perfect mastery of oral and written French
• Positive and dynamic personality with the ability to work both independently and as a team
• Excellent listening and empathy
• Good knowledge of English

If this position is for you, apply now and participate in the promising future of the BCV. Let's write together three stories, that of your career, that of your bank, that of our region.