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Open nowPosted 2 days ago

Conseiller(ère) patrimonial(e) (H/F)

job-room.ch86,007 open roles

Where
Genève, GE, Switzerland
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Your applicationOpen nowConseiller(ère) patrimonial(e) (H/F)job-room.ch · Genève, GE, 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.

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 2 days ago

The posting

Pour notre client basé à Genève, nous recherchons activement un(e) * *Conseiller(ère) patrimonial(e).

Vos responsabilités ##

Pour le compte de notre client, un établissement bancaire de renom, nous recherchons un(e) Conseiller(ère) patrimonial(e) afin d'accompagner une clientèle exigeante dans la gestion et la valorisation de son patrimoine.

À ce titre, vous :

  • Gérez, développez et fidélisez un portefeuille de clients en leur proposant un accompagnement personnalisé et à forte valeur ajoutée.
  • Analysez la situation patrimoniale de vos clients et identifiez leurs objectifs financiers à court, moyen et long terme.
  • Conseillez vos clients en matière de placements, de prévoyance, d'optimisation patrimoniale et de financement.
  • Élaborez des solutions sur mesure en vous appuyant sur l'offre de produits et services de la banque.
  • Développez votre portefeuille grâce à vos actions de prospection, à votre réseau et à la qualité de vos relations clients.
  • Identifiez les opportunités commerciales et contribuez activement à la croissance des actifs sous gestion.
  • Collaborez avec les différents spécialistes de la banque afin d'apporter un conseil global et adapté aux besoins spécifiques de chaque client.
  • Assurez un suivi rigoureux des dossiers dans le respect des procédures internes, des normes de conformité et des exigences réglementaires.

Votre profil ##

  • Titulaire d'une formation bancaire, économique ou financière reconnue.
  • Vous justifiez d'une expérience significative dans le conseil patrimonial ou la gestion d'une clientèle haut de gamme au sein d'un établissement bancaire en Suisse.
  • Vous disposez de solides connaissances en placements, prévoyance, fiscalité et gestion de patrimoine.
  • Vous maîtrisez l'environnement financier suisse ainsi que les principales réglementations applicables au secteur bancaire.
  • Une certification SAQ ou une formation spécialisée constitue un atout.
  • Doté(e) d'un excellent sens relationnel, vous savez instaurer une relation de confiance durable avec une clientèle exigeante.
  • Vous faites preuve d'un fort sens commercial, d'une grande capacité d'écoute et d'une approche orientée conseil.
  • Rigoureux(se), autonome et proactif(ve), vous êtes reconnu(e) pour votre capacité à développer votre activité tout en garantissant un haut niveau de service.
  • La maîtrise de l'anglais ou d'une autre langue constitue un avantage supplémentaire.

Si vous êtes intéressé-e par ce poste et correspondez au profil recherché, merci de transmettre votre dossier de candidature complet ( CV, certificats de travail et diplômes) dans les meilleurs délais !

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