Private client advisor (commercial client evolution) 80-100 %
- Employment type
- Full-time
- Location
- Moutier
- First posted
Private client advisor (commercial client evolution) 80-100 % #
Moutier ##
Simplifying together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for female and male employees who implement simplicity with us.
Your activities ##
• advise and accompany private clients holistically in the areas of financing, investment and pension planning
• identify the needs of your clients and propose adapted banking solutions to them
• develop, manage and retain your own client portfolio while actively expanding your network
• collaborate with other segments of the bank in order to create cross-selling and up-selling opportunities
• progressively develop your knowledge in the area of commercial clients
You possess ##
• a banking education and several years of experience, notably in financing, investment and pension planning
• up-to-date professional knowledge, reinforced by continuous training in the banking sector
• a dynamic, proactive and client-oriented personality
• a well-established relational network and a capacity to create, establish and maintain relationships of trust
• a good sense of negotiation and persuasion
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Posted 1 week ago