Conseillère ou Conseiller Senior Private Banking - Région Lavaux — Banque Cantonale Vaudoise

Full description

Join the first universal bank in the canton of Vaud, whose proximity to its clients is inscribed in its values.

• Be part of the success of an institution rated AA by Standard & Poor's since 2011.
• Contribute to the development of the Vaudois economic fabric as well as to the attractiveness and vitality of your region.

Missions

• Manage and retain an existing client portfolio.
• Prospect and acquire new clients through your network.
• Contribute to and execute a strategy for acquiring clients on defined segments.
• Provide information and advice to clients on matters related to wealth management, pre-vision, taxation, succession, and real estate financing.
• Master and respect the legal framework to minimize operational and legal risks.
• Collaborate closely with natural business providers, namely counselors from other client segments.

Profile sought

• Higher education (university or banking economist).
• Solid technical knowledge in fiscal, legal, and financial matters, validated by SAQ certification.
• Confirmed experience in the field of wealth management, global counseling, and/or pre-vision for a client base domiciled in Switzerland.
• In-depth knowledge of the local economic fabric.
• Good interpersonal skills, developed commercial sense, and genuine understanding of client needs.
• Perfect mastery of French and very good knowledge of English (C1 level).

What we offer

• An opportunity to be part of the success of an institution rated AA by Standard & Poor's since 2011.
• The possibility of contributing to the development of the Vaudois economic fabric as well as to the attractiveness and vitality of your region.
• A dynamic team and passionate colleagues.
• Training and professional development opportunities.
• A pleasant and equitable work environment.

Contact

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