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Open nowPosted 38 days ago

Conseillère ou Conseiller Private Banking Key Clients & Entrepreneurs - Morges Détails du poste | BCV

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Morges, VD, Switzerland
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Your applicationOpen nowConseillère ou Conseiller Private Banking Key Clients & Entrepreneurs - Morges Détails du poste | BCVjob-room.ch · Morges, VD, Switzerland

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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.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.9%7 days
  4. 14.2%14 days
  5. 34.1%30 days
This job: posted 38 days ago

The posting

Et si votre histoire professionnelle se poursuivait à la BCV ? 

Rejoignez la première banque universelle du canton de Vaud, dont la proximité avec sa clientèle est inscrite dans ses valeurs. Prenez part au succès d-une institution notée AA par Standard & Poor-s depuis 2011, contribuez à l-essor du tissu économique vaudois ainsi qu-à l-attractivité et à la vitalité de votre région

Pour notre division Private Banking, nous recherchons une ou un :

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Conseillère ou Conseiller Private Banking Key Clients & Entrepreneurs - Morges 

 

 

 

Vos missions principales : -    gérer et fidéliser un portefeuille de clients existants, -    prospecter et acquérir de nouveaux clients à travers votre réseau, -    offrir un suivi global et les solutions les plus adaptées aux entrepreneurs de la région, apporter les renseignements et conseils aux clients pour les questions liées à la prévoyance, à la fiscalité, à la succession et au financement immobilier,      -    détecter et développer les opportunités de cross-selling entre les besoins privés et professionnels des clients entrepreneurs en coordination avec la division « entreprise » de la banque -    maîtriser et respecter le cadre légal afin de minimiser les risques opérationnels et juridiques, -    collaborer étroitement avec les apporteurs d-affaires naturels que sont les conseillers des autres segments de clientèle.        Votre profil : -    formation supérieure (universitaire ou économiste bancaire), -    solides connaissances techniques en matière fiscale, juridique et financière, validation par la certification SAQ de « Conseiller Clientèle Affluent » ou « Wealth Management » un atout, -    expérience confirmée dans le domaine de la gestion de fortune, du conseil global et/ou de la prévoyance (minimum 10 ans), pour une clientèle HWNI domiciliée en Suisse, -    connaissance approfondie du tissu économique local et implanté dans le réseau des entrepreneurs de la région, -    bonne aisance relationnelle, sens commercial développé et réelle compréhension des besoins de la clientèle, -    parfaite maîtrise du français et très bonnes connaissances de l-anglais (niveau C1).

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