Client Advisor - Wealth Management - Bank 80-100% - PERMANENT POSITION (M/F)

Your mission

On behalf of one of our clients, a recognized player in the financial sector in French-speaking Switzerland, we are looking for an experienced personality wishing to join a solid structure and develop a demanding clientele. In this role, you accompany your clients in the management and development of their wealth by offering them solutions adapted to their needs and their objectives. Your responsibilities: - Develop and retain a client portfolio - Identify wealth needs and propose personalized solutions - Advise clients on various themes related to investments and wealth management - Actively develop new business relationships and contribute to the acquisition of new clients - Coordinate specific needs with the various internal specialists - Ensure regular and qualitative follow-up of client relationships - Participate in the commercial development and visibility of the establishment in the region - Ensure compliance with regulatory requirements and internal processes

Your profile

• Higher banking or financial education, or training deemed equivalent in Switzerland - Proven experience in advising and managing a wealth clientele in Switzerland - Very good knowledge of investment products and financial solutions - Excellent interpersonal and commercial skills - Ability to develop and maintain a professional network - Autonomous, proactive, and solution-oriented personality - Very good analytical skills and a high sense of service - Fluent French and good knowledge of German; English is an asset Start date: - Immediately or to be agreed Upon whom 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. Drawing on our in-depth knowledge of the Swiss market and our values of integrity and transparency, we accompany each talent with total commitment.