Investment Advisor
- Employment type
- Full-time
- Location
- Vevey
- Company
- Caisse d'Epargne Riviera, société coopérative, Avenue Paul-Ceresole 3, 1800 Vevey
- First posted
Investment Advisor
You excel in investment advice? We know how to give it meaning.
The best wealth managers do not necessarily look for the largest bank, they look for the one where they can have more impact.
We are a two-hundred-year-old cooperative bank deeply rooted in the region. An independent bank with strong values, close to its clients, where decisions are made quickly and freely and where relationships count more than procedures.
Today, we wish to write a new page of our development by strengthening our investment activity. To this end,
We are not looking for one more investment advisor.
We are looking for a personality.
Your mission:
Develop your portfolio as if it were your own company
Identify new private and entrepreneur clients, create lasting relationships and support them with a global wealth management approach and bring in new capital under management thanks to your network, your reputation and your ability to convince
Organize your activity and propose solutions that truly meet the needs of clients. Advice comes before the product and you freely build your development strategy
Respect laws, directives and procedures at all times.
What differentiates you:
You create opportunities where others wait for them to arrive
You possess a solid network of private clients and entrepreneurs
You like to convince, prospect, open doors and naturally inspire confidence
You seek an environment where the quality of the relationship counts more than the volume of products sold.
What we offer:
Our fixed salary will probably not rival that of commercial banks. That is not our promise. Ours is different:
True freedom of action and autonomy in the development of your activity
No house products to place – No standardized target lists – No unnecessary intermediaries
Short decision-making circuits and proximity to an accessible Management
The opportunity to sustainably build an investment advisory activity that carries your style and your imprint.
If you like to undertake, create value and build relationships of trust over the long term, we look forward to meeting you.
We guarantee you perfect discretion. A response will only be given to profiles matching our criteria. jpidfe4e3f2jm jpit0730jm jpiy26jm
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Posted 1 week ago