Wealth Management Advisory Assistant

Ref 2582839 | Date: 5 Oct 2026

La Banque Raiffeisen de Lavaux, a dynamic bank firmly established in the region, is looking for a date to be agreed upon:

A Wealth Management Advisory Assistant
Occupancy rate: 80% - 100%

Do you wish to evolve at the heart of investment advisory activity and actively contribute to supporting a demanding clientele? Do you appreciate teamwork, demonstrate rigor, and like to provide quality support?

Then this opportunity is made for you.

Wealth Management Advisory Assistant

What awaits you?

Your main missions: • Ensure administrative and operational support for advisors in the management of client files • Prepare and develop investment proposals in collaboration with advisors • Participate in the constitution and monitoring of financing files • Ensure the quality and accuracy of client data as well as compliance with regulatory requirements • Contribute to prospecting efforts and commercial actions • Actively collaborate in the smooth running and development of the investments sector

What do you bring?

Your profile: • Complete banking training (banking CFC or training deemed equivalent) • Experience in the banking field, ideally in investments or client advisory • Marked interest in financial markets and investment solutions • Excellent organization, sense of priorities and administrative rigor • Interpersonal ease and pronounced customer orientation • Team spirit, commitment and autonomy in the execution of tasks • Good mastery of standard IT tools • Resident in Switzerland

We work in a convivial environment

Cooperative values are our pillars. Together. One for the other. They shape our way of collaborating and behaving towards one another. The culture of using "tu" promotes personal proximity and exchanges on an equal footing at all functional levels.

We live diversity and equal opportunity

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our wealth and contributes decisively to our success.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every one and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external development costs.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on banking products, various discounts from third parties as well as financial stability and old-age provision above average.

Do you have any questions?

For questions regarding the content of the position:

Monsieur Etienne Chamot Head of Wealth Management Advisory

For questions regarding the application process:

Madame Katia Viale HR Manager

We look forward to your online application

About us

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