Succession Advisor - Lausanne Region Job Details | BCV

What if your professional story continued at BCV? Join the first universal bank in the canton of Vaud, one of the most solid banks in the world, and its approximately 2000 employees. Take part in the success of an institution rated AA by Standard & Poor's since 2011 and contribute to the growth of the Vaudois economic fabric as well as to the attractiveness and vitality of our region. Are you an expert with excellent experience in wealth transfer planning? Can you analyze the wealth situation of our private banking clients and advise them? For our Private Banking division, we are looking for a: Succession Advisor Your missions: • High-value-added personalized advice to Private Banking division clients on wealth transfer in close collaboration with their managers and other sector specialists (tax advice, financial planning, pension advice) • Development of an external network and partnerships for the bank • Support for client advisors in developing their client book and acquiring prospects • Promotion of the bank and succession advice in particular through the organization of client events and the writing of articles, internal or external documentation • Support for the bank's strategic and operational projects related to client succession advice • Drafting of deed projects Your profile: • Holder of an academic degree as a lawyer (being a lawyer is an asset) • Confirmed professional experience of several years (+5 years) in client advice • Ability to guide and advise our clients in a clear and proactive manner, providing personalized solutions. • Ability to captivate an audience and convey complex messages • Analytical mind, organizational skills, and customer service sense • Knowledge and curiosity about digital tools • Writing skills and perfect mastery of spoken and written French • Positive and dynamic personality with the ability to work both autonomously and in a team • Excellent listening and empathy skills • Good knowledge of English