Private Banking Key Clients Advisor | BCV

What if your professional story continued at BCV?  Join the first universal bank in the canton of Vaud, whose proximity to its clientele is written in its values. Take part in the success of an institution rated AA by Standard & Poor-s since 2011, contribute to the growth of the Vaud economic fabric as well as to the attractiveness and vitality of your region For our Private Banking division, we are looking for a : ##   Private Banking Key Clients Advisor - Morges        Your main missions: •    manage and retain a portfolio of existing clients, •    prospect and acquire new clients through your network, •    provide information and advice to clients for questions related to pension planning, taxation, succession and real estate financing, •    offer global monitoring and the most suitable solutions to entrepreneurs in the region, •    master and respect the legal framework in order to minimize operational and legal risks, •    collaborate closely with the natural business providers that are the advisors of other customer segments.        Your profile: •    higher education (university or banking economist), •    solid technical knowledge in fiscal, legal and financial matters, validation by the SAQ certification of "Conseiller Clientèle Affluent" or "Wealth Management" an asset, •    confirmed experience in the field of wealth management, global advice and/or pension planning (minimum 10 years), for a HWNI clientele domiciled in Switzerland, •    in-depth knowledge of the local economic fabric and established in the network of entrepreneurs in the region, •    good interpersonal skills, developed commercial sense and real understanding of client needs, •    perfect mastery of French and very good knowledge of English (level C1).