Conseillère ou Conseiller Private Banking Key Clients & Entrepreneurs - Morges — Banque Cantonale Vaudoise

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What if your professional history continues at the BCV? Join the canton of Vaud's first universal bank, whose proximity to its customers is enshrined in its values. Take part in the success of an institution rated AA by Standard & Poor For our Private Banking division, we are looking for one or more:

Consultant Private Banking Key Clients - Morges. Your main tasks:

• managing and retaining a portfolio of existing clients,
• prospecting and acquiring new customers through your network,
• providing information and advice to clients on issues related to foresight, taxation, estate and real estate financing,
• provide comprehensive follow-up and the most suitable solutions for entrepreneurs in the region,
• control and respect the legal framework in order to minimise operational and legal risks,
• work closely with natural business providers, such as advisors to other client segments. Your profile:
• higher education (university or banking economist),
• strong technical knowledge in tax, legal and financial matters, validation by the SAQ certification of "Affiliate Customer Advisor" or "Wealth Management" an asset,
• confirmed experience in the field of wealth management, global advice and/or foresight (minimum 10 years), for HWNI clients domiciled in Switzerland,
• in-depth knowledge of the local economic fabric and the network of entrepreneurs in the region,
• good relational ease, developed business sense and real understanding of customer needs,
• perfect mastery of French and very good knowledge of English (level C1).

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