Advisor in Investment

Advisor in Investment Introduction The Banque Cantonale du Jura (BCJ) is a universal bank of human size, close to its clients and employees. In accordance with sound management, the BCJ aims to contribute to the economic, social, and sustainable development of its canton. Well-established in the canton's economic fabric, the BCJ is, through its skills, the natural and indispensable banking partner for the people of Jura. A proximity bank available in all four corners of the Canton, it puts the client at the center of its concerns. It offers a range of products and provides a complete range of services in the areas of credit, wealth management, and advisory services to individuals and businesses. As many services as varied professions are found there! As part of our development, we are looking for an Advisor in Investment at 80-100% to join our team within the Delémont branch. Responsibilities Analyze the financial objectives and risk profile of the clients in order to develop personalized investment strategies. Develop and retain a portfolio of clients by establishing trust relationships and actively develop internal and external relationships. Ensure regular monitoring of portfolios and propose adjustments according to market developments. Contribute to the bank's visibility through economic publications and presence at regional events. Carry out constant market monitoring to anticipate opportunities and risks related to the financial and regulatory environment. Qualifications Completed banking training supplemented by a commercial or gymnasial professional maturity. Higher professional training is an asset. Confirmed experience of at least 5 years in the field of investments on the Swiss banking market. Interest in financial markets and the field of pension provision. Ability to establish trust relationships with a demanding clientele. Very good communication and negotiation skills. Analytical and synthesis skills. Existing external network or ability to create one. "Client Wealth Management Advisor" certification issued by SAQ or ability to take this course. Benefits A stimulating work environment within a bank close to its employees. Opportunities for professional development and continuous training. Competitive remuneration and attractive social benefits. A modern and convivial work setting, in the heart of Jura. The possibility of actively contributing to the region's economic and social development. Information to apply Entry into function: immediately or to be agreed. Place of work: Delémont. If you are motivated to join a proximity bank that puts the human at the center of its concerns, we invite you to submit your complete application (CV, cover letter, work certificates, and diplomas) via JobUp only, until July 26, 2026. We look forward to meeting you and exploring together the opportunities for a fruitful collaboration. jpidbacb207jm jpit0727jm jpiy26jm