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Conseiller clientèle - Gestion patrimoniale - Banque 80-100% - POSTE FIXE (H/F)

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Where
Neuchâtel, NE, Switzerland
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Your applicationOpen nowConseiller clientèle - Gestion patrimoniale - Banque 80-100% - POSTE FIXE (H/F)job-room.ch · Neuchâtel, NE, Switzerland
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  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. job-room.ch postings stay open a median of 4 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.6%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.0%30 days
This job: posted yesterday

job-room.ch median: 4 days open

The posting

Votre mission

Pour le compte de l-un de nos clients, acteur reconnu du secteur financier en Suisse romande, nous recherchons une personnalité expérimentée souhaitant rejoindre une structure solide et développer une clientèle exigeante. Dans cette fonction, vous accompagnez vos clients dans la gestion et le développement de leur patrimoine en leur proposant des solutions adaptées à leurs besoins et à leurs objectifs. Vos responsabilités : - Développer et fidéliser un portefeuille de clients - Identifier les besoins patrimoniaux et proposer des solutions personnalisées - Conseiller la clientèle sur différentes thématiques liées aux placements et à la gestion de patrimoine - Développer activement de nouvelles relations commerciales et contribuer à l-acquisition de nouveaux clients - Coordonner les besoins spécifiques avec les différents spécialistes internes - Assurer un suivi régulier et qualitatif des relations clients - Participer au développement commercial et à la visibilité de l-établissement dans la région - Veiller au respect des exigences réglementaires et des processus internes

Votre profil

\- Formation bancaire ou financière supérieure, ou formation jugée équivalente en Suisse - Expérience confirmée dans le conseil et la gestion d-une clientèle patrimoniale en Suisse - Très bonnes connaissances des produits de placement et des solutions financières - Excellentes compétences relationnelles et commerciales - Capacité à développer et entretenir un réseau professionnel - Personnalité autonome, proactive et orientée solutions - Très bonnes capacités d-analyse et sens élevé du service - Français courant et bonnes connaissances de l-allemand ; l-anglais constitue un atout Date d'entrée : - De suite ou à convenir Qui sommes-nous ? ValJob Permanent est votre partenaire expert en recrutement et placement de personnel fixe en Suisse. Notre mission est de devenir votre partenaire privilégié dans la recherche de l'emploi idéal. Forts de notre connaissance approfondie du marché suisse et de nos valeurs d'intégrité et de transparence, nous accompagnons chaque talent avec un engagement total.

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