Wealth Management Advisory Assistant

Be part of our team!

Banque Raiffeisen de Lavaux, a dynamic bank solidly established in the region, is looking for a candidate for a date to be agreed upon:

A Wealth Management Advisory Assistant
Occupancy rate: 80% - 100%

Do you want to evolve at the heart of investment advisory activity and contribute actively to supporting a demanding clientele? Do you appreciate teamwork, demonstrate rigor, and like to provide quality support?

Then this opportunity is made for you.

Apply now Share

What awaits you? ##

Your main missions:

• Ensure the administrative and operational support of advisors in the management of client files
• Prepare and develop investment proposals in collaboration with the advisors
• Participate in the creation and monitoring of financing files
• Ensure the quality and accuracy of client data as well as compliance with regulatory requirements
• Contribute to prospecting efforts and commercial actions
• Collaborate actively in the smooth running and development of the investment sector

What do you bring? ##

Your profile:

• Complete banking training (banking CFC or training deemed equivalent)
• Experience in the banking field, ideally in investments or client advisory
• Marked interest in financial markets and investment solutions
• Excellent organization, sense of priorities and administrative rigor
• Interpersonal skills and a pronounced client orientation
• Team spirit, commitment and autonomy in the execution of tasks
• Good mastery of standard IT tools
• Resident in Switzerland