Private Client Advisor

La Banque Raiffeisen Nyon\\-La Vallée, a rapidly growing bank and very well established in the region with 3 branches, is looking for its future Private Client Advisor for its Nyon branch. Private Client Advisor What awaits you? • Global advice to private clients and more specifically in the field of mortgage financing, pension planning and investment • Evaluate the creditworthiness of clients and propose solutions adapted to their needs • Preparation of financing files • Ensure follow-up throughout the client's life cycle • Analysis and exploitation of client potential through proactive and continuous portfolio monitoring • Development of the clientele through the targeted acquisition of new clients • Representation tasks in the activity zone What do you bring? • Solid experience in the fields of mortgages, pension planning and investments • 5 years of experience in a similar position, in a bank in Switzerland • SAQ certification would be an asset or a commitment to be completed within 3 years • Good knowledge of the economic fabric of the region • Excellent interpersonal skills and communication skills • Commercial proactivity and strong customer orientation • Dynamic, organized, knowing how to take initiative while integrating into a cohesive team and having a sense of responsibility We work in a friendly 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" fosters personal proximity and exchanges on an equal footing at all functional levels. We live diversity and equal opportunity We encourage a 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 training costs. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages on banking products, various discounts with third parties as well as financial stability and old-age provision above average. Do you have any questions? For questions about the content of the position and the application process: Elif Funcasta HR Manager \Write an email\ (< >) For questions about the application process: We look forward to your online application About us jpid8e75872jm jpit0731jm jpiy26jm