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Private banking Assistant Advisor - Key Clients - Lausanne Job Details | BCV

Banque Cantonale Vaudoise (BCV)

Employment type
Full-time
Location
Lausanne
First posted
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What if your professional story continued at BCV? Join the first universal bank in the canton of Vaud, one of the strongest 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 Vaud economic fabric as well as to the attractiveness and vitality of our region. For our Private Banking division, we are looking for a: Private Banking Key Clients Assistant Advisor ## Private banking Assistant Advisor - Key Clients Your main missions: • Actively support Private Banking advisors in the management, monitoring, and development of their client portfolios, in compliance with regulatory and compliance requirements. • Identify and propose investment, financing, and wealth planning opportunities in order to contribute to client development and satisfaction. • Develop and maintain trust relationships with clients by guaranteeing high-quality service and a differentiating experience. • Represent the bank during appointments, events, and prospecting actions in order to strengthen its image. • Maintain a high level of expertise in wealth management, financial markets, financing, and wealth solutions in order to provide relevant advice to advisors and clients adapted to their needs. Your profile: • Higher education (Bachelor or HEG), • Experience in the field of wealth management or good knowledge of the markets, • Commercial sense, interpersonal skills, good organization, and solution orientation, • Perfect command of French and very good knowledge of English (B2 level), other languages an asset.

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Posted 3 days ago

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