Inheritance Advisor - Lausanne Region

• 17 July 2026 • 100% • Indefinite duration • French (Fluent), English (Fluent) • 1003 Lausanne ## Inheritance Advisor Your missions: • High value-added personalized advice for Private Banking division clients regarding wealth transfer in close collaboration with their managers and other specialists in the sector (tax advice, financial planning, pension advice) • The development of a network and external partnerships to the bank • Support for client advisors in the development of their client book and the acquisition of prospects • The promotion of the bank and inheritance advice in particular through the organization of client events and the writing of articles, internal or external documentation • Support in the Bank's strategic and operational projects relating to inheritance advice to clients • The drafting of draft deeds Your profile: • Holder of an academic degree as a legal professional (lawyer an asset) • Proven professional experience of several years (+5 years) in the field of client advisory • Ability to guide and advise our clientele in a clear and proactive manner, by providing personalized solutions. • Ability to captivate an audience and convey complex messages • Analytical mindset, aptitude for organization, and sense of customer service • Knowledge and curiosity for digital tools • Writing proficiency and perfect mastery of spoken and written French • Positive and dynamic personality with the ability to work both independently and in a team • Excellent listening and empathy skills • Good knowledge of English If this position is right for you, apply now and participate in the promising future of BCV. Let's write three stories together: that of your career, that of your bank, that of our region.