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Relationship Manager Private Banking / Wealth Management Advisor

Banque Raiffeisen

Employment type
Full-time
Location
Lausanne
Company
Banque Raiffeisen, Rue du Grand-Chêne 1, 1003 Lausanne
First posted
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Banque Raiffeisen Lausanne Haute"Broye"'Jorat is pursuing its development. A Relationship Manager Private Banking / Wealth Management Advisor Banque Raiffeisen Lausanne Haute"Broye"'Jorat is pursuing its development and strengthening its presence among the wealthy clientele of the region. We continue to invest and expand our team, which is why we are looking for a Relationship Manager Private Banking / Wealth Management Advisor dedicated to the HNWI segment domiciled in Switzerland, with an excellent knowledge of the Romand market. A Relationship Manager Private Banking / Wealth Management Advisor What awaits you? Providing global and personalized support to wealthy clients domiciled in the region. Developing your own portfolio through your network, while developing business with people who are already clients of our Bank. Proposing tailor-made investment solutions aligned with the Bank's strategy. Analyzing clients' assets, advising on investments, and supporting them for their needs in financing, taxation, providence, and retirement. Representing the Bank at regional events and strengthening its visibility. Collaborating with different internal segments in order to offer a complete wealth management approach. What do you bring? Minimum 10 years of confirmed experience in HNWI wealth management in Switzerland. Excellent knowledge of the Lausanne region and an active local network. Higher banking education, ideally with SAQ CWMA certification. Strong interpersonal skills, a firm commercial sense, and a results-oriented approach. Autonomous, proactive personality with a real entrepreneurial spirit. Very good command of French, good knowledge of English. We work in a friendly environment Cooperative values are our pillars. Together. For one another. They shape our way of collaborating and behaving towards one another. The culture of using "tu" promotes personal proximity and exchanges on an equal footing at all functional levels. We live diversity and equal opportunity We encourage the diversity of perspectives, experiences, and skills within our teams. This diversity is our wealth and contributes decisively to our success. We encourage personal and professional development Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every one and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external professional development costs. We offer attractive social conditions and benefits Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and old-age providence above the average. Do you have any questions? For questions about the content of the position: \Write an email\ (< >) We look forward to your online application About us jpid37caef7jm jpit0730jm jpiy26jm

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Posted 1 week ago

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