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    Conseillère ou conseiller private banking senior - Morges, Schweiz - Banque Cantonale Vaudoise

    Banque Cantonale Vaudoise
    Banque Cantonale Vaudoise Morges, Schweiz

    vor 4 Wochen

    Banque Cantonale Vaudoise background
    Permanent
    Beschreibung

    Annonce


    Private Banking à la BCV: plus de 100 conseillers répartis dans le canton

    Les collaboratrices et collaborateurs constituant le secteur Private Banking de la région Morges offrent au quotidien un service personnalisé à leurs clients.

    Afin de renforcer cette équipe basée à Morges, nous cherchons une ou un

    Conseillère ou Conseiller Private Banking Senior

    Vos missions principales:

    • gérer et fidéliser un portefeuille de clients existants,
    • prospecter et acquérir de nouveaux clients grâce à votre réseau,
    • informer et conseiller les clients dans les domaines de la prévoyance, de la fiscalité, de la succession et du financement immobilier,
    • maîtriser et respecter le cadre légal afin de minimiser les risques opérationnels et juridiques,
    • collaborer étroitement avec les apporteurs d'affaires naturels que sont les conseillers des autres segments de clientèle.

    Votre profil:

    • formation supérieure (universitaire ou économiste bancaire),
    • solides connaissances techniques en matière fiscale, juridique et financière, complétées par la certification SAQ de «Wealth Management Advisor CWMA» un atout,
    • expérience confirmée dans le domaine de la gestion de fortune, du conseil global et/ou de la prévoyance pour une clientèle domiciliée en Suisse,
    • connaissance approfondie du tissu économique local,
    • bonne aisance relationnelle, sens commercial développé et réelle compréhension des besoins de la clientèle,
    • parfaite maîtrise du français, très bonnes connaissances de l'anglais (niveau C1).


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