Private Client Advisor - PERMANENT POSITION (M/F)

Your mission

Are you passionate about customer relations and tailor-made advice? Join a prestigious banking institution in the heart of Neuchâtel, where service excellence and the human element are at the center of priorities. In a dynamic and innovation-oriented region, you will be the privileged interlocutor for a varied private clientele. Your responsibilities: - Manage a portfolio of private clients by offering them global and personalized solutions (investments, financing, pension planning, taxation, etc.). - Develop the customer relationship over the long term through a proactive and attentive approach. - Analyze needs, detect opportunities, and guide your clients towards the best products and services. - Expand the portfolio thanks to your local network and your commitment on the ground. - Collaborate closely with internal specialists to guarantee a complete response to client needs.

Your profile

• Training in the banking sector and an SAQ certification is an asset - Several years of experience in this field of activity in French-speaking Switzerland - Expertise in Swiss banking products - Good knowledge of the economic and social fabric of the Neuchâtel region. - Sense of high-end service, analytical spirit, and active listening - Impeccable presentation, discretion, and strong customer orientation Why join this bank? - A loyal and diverse clientele, with high and exciting expectations. - A pleasant, dynamic, and stimulating working environment. - Concrete opportunities for evolution within the institution. - A friendly, human atmosphere that respects the well-being of employees. Start date: - Immediately or by arrangement Who are we? ValJob Permanent is your expert partner in recruitment and placement of permanent staff in Switzerland. Our mission is to become your privileged partner in the search for the ideal job. Based on our in-depth knowledge of the Swiss market and our values of integrity and transparency, we accompany every talent with total commitment.