Private Client Advisor - FIXED POSITION (M/F)
- Employment type
- Full-time
- Location
- Martigny
- First posted
Your mission
Join a renowned bank, deeply rooted in its region, which places the quality of the client relationship and human proximity at the heart of its mission. As an ambassador of the bank in your region, you will accompany a private client base with requirement and kindness. Your responsibilities: - Manage, retain and develop a portfolio of private clients by offering them personalized and high-value advice. - Identify financial, asset and succession needs, and propose tailored solutions (investments, mortgages, pensions, loans, etc.). - Maintain a lasting relationship based on trust, active listening and perfect knowledge of the local economic fabric. - Be a driving force in acquiring new clients thanks to your network and presence in the field. - Collaborate with internal teams to ensure global and consistent monitoring of files.
Your profile
- Training in the banking sector and SAQ certification an asset - Several years of experience in this field of activity in French-speaking Switzerland - Expertise in Swiss banking products. - Autonomy, rigor and ability to manage multiple priorities in a demanding environment. - Sense of initiative, organizational rigor and affirmed commercial skills. Why join this institution? - A bank firmly established in Valais, with strong values of proximity, listening and excellence. - An elegant, modern and customer-centric environment. - Beautiful prospects for development within a united and respectful team. - Performing tools and quality support in your mission. Start date: - Immediately or by agreement Who are we? ValJob Permanent is your expert partner in recruitment and placement of permanent staff in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. With our in-depth knowledge of the Swiss market and our values of integrity and transparency, we support each talent with total commitment.
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Posted 1 week ago