Estate Planning Advisor or Estate Planning Adviser - Lausanne Region

--- base: meta-keywords: meta-viewport: width=device-width, title: Estate Planning Advisor or Estate Planning Adviser - Lausanne Region --- Estate Planning Advisor or Estate Planning Adviser - Lausanne Region ======================================================================= Estate Planning Advisor (m/f) 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 estate planning in particular through the animation of client events and the writing of articles, internal or external documentation * Support in the Bank's strategic and operational projects relating to estate planning for clients * The drafting of draft deeds Your profile: * Holder of an academic qualification as a legal professional (lawyer an asset) * Confirmed 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 transmit complex messages * Analytical mind, aptitude for organization and a 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: yours, your bank's, and our region's. Banque Cantonale Vaudoise * Banque Cantonale Vaudoise Place Saint-François 14 1003 Lausanne * [ ](< >) jpid81766f7jm jpit1040jm jpiy26jm