Individual Private Client Advisor

Be part of our team!

Banque Raiffeisen Morges Venoge - a rapidly growing bank well-established in the region - is looking for an Individual Private Client Advisor to join its Morges branch, with a weekly presence at the La Sarraz branch, in order to strengthen its private client advisory department.

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What awaits you? ##

• Global advice to private clients and more specifically in the field of mortgage financing
• Advice to private clients regarding pension planning, investments, insurance coverage, and taxation
• Analysis and exploitation of client potential through proactive and continuous portfolio monitoring
• Client development through targeted acquisition
• Representation tasks in the activity area
• Preparation of financing files.

What do you bring? ##

• Solid experience in the fields of pension planning, investments, and life insurance
• Higher education of HES type or an equivalent title, supplemented by specific advisory modules
• 3 years of experience in a similar position in a Swiss bank are indispensable
• Good knowledge of the economic fabric of the region
• Excellent interpersonal skills and sense of communication
• Commercial proactivity and a strong customer orientation
• Dynamic, organized, autonomous, knowing how to take initiative while integrating into a close-knit team.