Wealth Manager

Wealth Manager Local bank solidly established in the canton, BCN is a human-sized bank, offering quality services to its individual and business clients. Proud of our commitments, recognized as an eco-enterprise, and as a fair employer, we strongly contribute to the regional economic life and consider that our success is closely linked to the professional and human qualities of our collaborators. For you, autonomy, commitment, responsibility, project, sustainable development, and training are words full of meaning? We would be pleased to consider with you how they could contribute to revealing your talents within our organization. To complete our Wealth Management team in Neuchâtel, we are looking for, for an entry to be agreed upon, a Wealth Manager Your missions - Manage and perpetuate an existing client portfolio and prospects thanks to your network - Actively participate in the management and development of your portfolio of clients established in Switzerland - Bring a vision and investment ideas, while relying on the existing management structure - Make available to customers the value-added services and solutions available - Actively accompany clients and prospects to offer the best management solutions adapted to their personal situation and objectives - Master and respect the legal framework in order to minimize operational and legal risks Your profile - Economic training (University bachelor's level or higher professional training) or equivalent - Minimum 5 years of experience in the banking or finance sector - Proven experience in managing a client portfolio Wealth Management - Proven network in the canton of Neuchâtel or motivation to develop it - Ease in developing existing clients and acquiring new clients - Excellent mastery of the French language in writing and speaking - Independent level in English, German is an asset Your personal qualities - Excellent relational ease, developed commercial sense, and real understanding of customer needs - Entrepreneurial spirit - Ability to work in a team, open, with good listening quality - Good ability to present oneself and represent the bank Your opportunities - Certifying training and job-oriented - First-rate social benefits and attractive working conditions - Varied work in a dynamic atmosphere - A human-sized establishment - A pleasant workplace Workplace / department: Neuchâtel / Wealth Management Entry into function: immediately or to be agreed upon Activity rate: 80% - 100% Telecommuting: possible jpid6bfc0a7jm jit0624jm jiy26jm