Private Banking Client Advisor (f/m/d) Riviera Chablais Region

We are the bank of Helvetia, an innovative financial services provider that intelligently combines banking and insurance. For us, setting new standards together and shaping the future means much more than simply performing tasks. With us, you collaborate with people who take responsibility, have high standards, and dare to take new paths. You evolve in an environment where trust and performance go hand in hand, and where your ideas, your initiative, and your contribution make a difference. You thus have the opportunity to have a real impact for our clients, your team, and your own development.

What you bring ##

• You ensure global and personalized support for our Private Banking clientele and position yourself as a trusted interlocutor for all financial questions. You support your clients in building their financial future by offering them suitable investment and pension solutions.
• You analyze the needs of your clients taking into account their personal situation, their objectives, and their expectations. When relevant, you collaborate closely with our internal specialists in order to develop tailor-made investment solutions.
• In collaboration with banking and insurance specialists, you design individualized concepts in the areas of investment, pension, financing, and wealth transfer.
• You actively develop your Private Banking client portfolio by acquiring new clients and sustainably consolidating existing relationships.
• You identify additional advisory opportunities and exploit them in a targeted manner through a proactive cross-selling approach. You thus advise your clientele globally on banking and insurance products.
• You follow the evolution of the financial markets and exchange regularly with your clients on their impacts and the resulting opportunities.
• You represent our Private Banking activity during client events, both internally and externally.

Your profile ##

• You have several years of experience in supporting and advising a Private Banking clientele.
• You have completed banking training as well as additional training, for example as a financial planner with a federal diploma or a Bachelor in Banking and Finance.
• You are an authentic and empathetic personality, capable of offering a quality customer experience to a demanding Private Banking clientele with varied needs.
• You are an autonomous, committed, upright, and results-oriented person, endowed with an entrepreneurial spirit, a high level of demand, and a strong client orientation.
• Your team spirit as well as your interpersonal ease and your ability to convince complete your profile.
• Thanks to your regional anchoring and your existing network, you know the specificities of the local market perfectly and have valuable contacts in the region.