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Open nowPosted yesterday

Assistant·e conseil gestion de fortune

job-room.ch87,636 open roles

Where
Puidoux, VD, Switzerland
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Your applicationOpen nowAssistant·e conseil gestion de fortunejob-room.ch · Puidoux, VD, Switzerland

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on job-room.ch's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. job-room.ch postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted yesterday

job-room.ch median: 2 days open

The posting

Faites partie de notre équipe!

La Banque Raiffeisen de Lavaux, banque dynamique et solidement implantée dans la région, recherche pour une date à convenir : Un·e assistant·e conseil gestion de fortune Taux d'occupation : 80% - 100% Vous souhaitez évoluer au cœur de l'activité de conseil en placement et contribuer activement à l'accompagnement d'une clientèle exigeante ? Vous appréciez le travail en équipe, faites preuve de rigueur et aimez apporter un soutien de qualité ? Alors cette opportunité est faite pour vous.

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Qu'est-ce qui vous attend? ##

Vos missions principales : - Assurer le soutien administratif et opérationnel des conseiller·ère·s dans la gestion des dossiers clients - Préparer et élaborer des propositions de placement en collaboration avec les conseiller·ère·s - Participer à la constitution et au suivi des dossiers de financement - Veiller à la qualité et à l'exactitude des données clients ainsi qu'au respect des exigences réglementaires - Contribuer aux démarches de prospection et aux actions commerciales - Collaborer activement au bon fonctionnement et au développement du secteur placements

Qu'apportez-vous? ##

Votre profil : - Formation bancaire complète (CFC bancaire ou formation jugée équivalente) - Expérience dans le domaine bancaire, idéalement dans les placements ou le conseil à la clientèle - Intérêt marqué pour les marchés financiers et les solutions de placement - Excellente organisation, sens des priorités et rigueur administrative - Aisance relationnelle et orientation clientèle prononcée - Esprit d'équipe, engagement et autonomie dans l'exécution des tâches - Bonne maîtrise des outils informatiques usuels - Domicilié·e en Suisse

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  2. 25 readers review it

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    The review screen in CV Rocket: how each CV was read, round by round.

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  4. Every reply, sorted

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  5. Reply with AI

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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Why it works

3×

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