Inheritance Advisor - Lausanne Region

• 17 July 2026
• 100%
• Indefinite duration
• French (Fluent), English (Fluent)
• 1003 Lausanne

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Inheritance Advisor

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 inheritance advice in particular through the organization of client events and the writing of articles, internal or external documentation
• Support in the Bank's strategic and operational projects relating to inheritance advice to clients
• The drafting of draft deeds

Your profile:

• Holder of an academic degree as a legal professional (lawyer an asset)
• Proven 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 convey complex messages
• Analytical mindset, aptitude for organization, and 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: that of your career, that of your bank, that of our region.