Advisory Desk Advisor
- Employment type
- Full-time
- Workload
- 80–100%
- Location
- Neuchâtel
- Company
- Banque Cantonale Neuchâteloise, 2000 Neuchâtel
- First posted
Ref 2585378 | Date: 14 Oct 2026
Banque Cantonale Neuchâteloise
A local bank firmly established in the canton, BCN is a human-sized bank, offering quality services to its private and corporate clients. Proud of our commitments based on ESG principles, recognized as an eco-enterprise and as an equitable employer, we contribute strongly to regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibility, projects, sustainable development and training meaningful words? We would be pleased to consider with you how they could contribute to revealing your talents within our organization.
In order to expand our Wealth Management team based in Neuchâtel, we are looking for, for an immediate start or to be agreed upon, an
Advisory Desk Advisor
Your missions
- Generate investment ideas for the bank's investment clients
- Analyze and select investment products, notably investment funds and structured products
- Actively monitor and manage the portfolios of sophisticated Wealth Management clients by providing personalized advice across all asset classes
- Develop recommendation lists
- Contribute to the development of investment clients and Asset Management
- Participate in the Investment Committee defining the bank's global investment policy
- Contribute to global communication related to financial markets
Your profile, your skills
- University or higher professional financial education (HEG, CFA or in banking economics) and continuing education related to the field of investments and placements
- Proven experience of several years as a Wealth Management Advisor or in other functions related to financial markets (analyst, fund manager, etc.)
- Mastery of all financial products, including derivatives and structured products
- French native speaker, you master English (min. B2) and ideally have good knowledge of German
Your personal qualities
- Excellent interpersonal skills, sense of communication and simplification
- Sense of responsibility and spirit of initiative
- Good organization and rigor
- Ability to work in a team, open, with good listening skills
- Oriented towards collective success
Your opportunity
- We offer you the possibility to join a company that benefits from an excellent reputation and enjoys a healthy and profitable financial situation
- You will have a wide freedom of action in your area of competence and will be able to express your convictions
- You will have the support of a competent and motivated management team, as well as dynamic employees who look to the future with confidence
- You will carry out a varied and interesting activity and benefit from first-class social benefits and attractive working conditions
- You will evolve in a pleasant working atmosphere
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Posted today