Relationship Manager Private Banking / Wealth Management Advisor

Join our team!

Banque Raiffeisen Lausanne Haute-Broye-Jorat is pursuing its development and strengthening its presence among the wealthy clientele of the region. We continue to invest in and expand our team, which is why we are looking for a Relationship Manager Private Banking / Wealth Management Advisor dedicated to the HNWI segment domiciled in Switzerland, with an excellent knowledge of the Romand market.

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What awaits you? ##

• Providing global and personalized support to wealthy clients domiciled in the region.
• Developing your own portfolio through your network, while developing business with people who are already clients of our Bank.
• Proposing tailor-made investment solutions aligned with the Bank's strategy.
• Analyzing clients' assets, providing investment advice, and supporting them for their needs in financing, taxation, pension, and retirement.
• Representing the Bank at regional events and strengthening its visibility.
• Collaborating with different internal segments in order to offer a complete wealth management approach.

What do you bring? ##

• Minimum 10 years of proven experience in HNWI wealth management in Switzerland.
• Excellent knowledge of the Lausanne region and an active local network.
• Higher banking education, ideally with SAQ CWMA certification.
• Strong interpersonal skills, affirmed commercial sense, and a results-oriented approach.
• Autonomous, proactive personality with a real entrepreneurial spirit.
• Very good command of French, good knowledge of English.