Senior Quality Analyst
vor 1 Woche
Zuletzt aktualisiert: vor 1 Tag
Et si votre histoire professionnelle se poursuivait à la BCV?
Rejoignez la première banque universelle du canton de Vaud, l’une des banques les plus solides au monde, et ses quelques 2000 collaboratrices et collaborateurs. Prenez part au succès d’une institution notée AA par Standard & Poor’s depuis 2011 et contribuez à l’essor du tissu économique vaudois ainsi qu’à l’attractivité et à la vitalité de notre région.
Pour notre division Private Banking, nous recherchons une ou un :
Conseillère ou Conseiller Private Banking Senior Key ClientsVos missions principales :
- Gérer et fidéliser un portefeuille de clients existants.
- Prospecter et acquérir de nouveaux clients à travers votre réseau.
- Apporter les renseignements et conseils aux clients pour les questions liées à la gestion de fortune, à la prévoyance, à la fiscalité, à la succession et au financement immobilier.
- Maîtriser et respecter le cadre légal afin de minimiser les risques opérationnels et juridiques.
Votre profil :
- Formation supérieure (universitaire ou économiste bancaire).
- Bonnes connaissances techniques en matière financière, fiscale et juridique, validation par la certification SAQ de « Conseiller Clientèle Affluent » ou « Wealth Management » un atout.
- Expérience confirmée dans le domaine de la gestion de fortune, du conseil global et / ou de la prévoyance pour une clientèle domiciliée en Suisse.
- Connaissance approfondie du tissu économique local.
- Bonne aisance relationnelle, sens commercial développé et réelle compréhension des besoins de la clientèle.
- Parfaite maîtrise du français et très bonnes connaissances de l’anglais (niveau C1).
Si ce poste est fait pour vous, postulez dès maintenant et participez à l’avenir prometteur de la BCV. Ecrivons ensemble trois histoires, celle de votre carrière, celle de votre banque, celle de notre région.
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