CONSULENTE CLIENTELA INDIVIDUALE / BANKING/ LOCARNO
On behalf of our major client, an important banking institution, we are now looking for a:
SENIOR CLIENT ADVISOR / WEALTH MANAGEMENT / VERBIER&MARTIGNY
Responsibilities:
- Be able to make the most of your network, maintaining and developing it
- Contribute to the Branch’s results by developing cross-business in the interests of customers
- The candidate will be an integral part of an existing team, contributing their skills, creativity and your motivation to develop the business
The ideal candidate will have the following skills, knowledge and experience:
- A school-leaving certificate in banking and are in possession of a SAQ Banking Customer Adviser certificate.
- Experince of advising clients on investment, pension and tax matters in Switzerland, Swiss pension and tax planning, credit transactions, mortgage financing, etc.
- Mother tongue is French and a good knowledge of Italian and English.
- Good command of MS Office (Word, Excel and Powerpoint).
- Complete de profile: being proactive, enthusiastic, committed, dynamic and conscientious.
Über die Firma
