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Wealth Management Advisor / Relationship ManagerBanque Raiffeisen • Lausanne, Vaud, Switzerland
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Wealth Management Advisor / Relationship Manager

Banque Raiffeisen
  • CH
    Lausanne, Vaud, Switzerland
  • CH
    Lausanne, Vaud, Switzerland
Jetzt Bewerben

Über

Raiffeisen Bank Lausanne is pursuing its development and strengthening its presence with wealthy clients in the region. We continue to invest and expand our team, which is why we are looking for a Wealth Management Advisor / Manager dedicated to the HNWI segment residing in Switzerland, with excellent knowledge of the Romandy market. Wealth Management Advisor / Manager (HNWI)What you will do:- Provide comprehensive and personalized support to wealthy clients residing in the region.- Develop your own portfolio through your network while growing business with existing clients of our Bank.- Propose tailor-made investment solutions aligned with the Bank's strategy.- Analyze the needs of clients, advise them on investments, and assist them with their financing, tax, and insurance needs.- Represent the Bank at regional events and enhance its visibility.- Collaborate with various internal segments to offer a comprehensive approach.What you bring:- Minimum of 10 years of confirmed experience in HNWI wealth management in Switzerland.- Excellent knowledge of the Lausanne region and local banking network.- Superior communication skills, ideally with a SAQ certification.- A strong commercial acumen and a proactive, autonomous approach with a real spirit of initiative.- Good command of French, with a solid understanding of English and Italian being an asset.- We work in a friendly environment.Our values are our pillars. Together. For each other. They shape our way of collaborating and behaving towards each other. The culture of familiarity promotes personal closeness and exchanges on equal footing at all levels. We live diversity and equality of opportunity. We encourage the diversity of perspectives, experiences, and skills within our teams. This diversity enriches us and decisively contributes to our success.We encourage personal and professional development. Lifelong learning is an integral part of our culture. We create a conducive space for the professional and personal development of everyone and support our employees in a targeted manner, thanks to a varied internal training offer and coverage of continuing education costs.We offer competitive working conditions and benefits, including exclusive advantages on banking products, various discounts with third parties, as well as financial stability and superior retirement provisions.For questions about the job content:Send an email.We look forward to your application online.About us. jid38ca97baen jit0207aen jpiy26aen
  • Lausanne, Vaud, Switzerland

Sprachkenntnisse

  • English
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