Wealth Manager
La Chaux-de-Fonds
Key information
- Publication date:28 August 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:La Chaux-de-Fonds
Job summary
Join the BCN team as a Gestionnaire de fortune, a solid local bank. Enjoy a dynamic work environment with a focus on development and sustainability.
Tasks
- Manage and grow an existing client portfolio using your network.
- Actively contribute to the development of established Swiss clients.
- Provide valuable investment insights while leveraging existing management.
Skills
- Bachelor's degree in economics and 2 years in finance required.
- Strong client advisory experience in finance is essential.
- Excellent interpersonal skills and commercial awareness are key.
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Wealth Manager
A locally established bank firmly rooted in the canton, BCN is a human-sized bank offering quality services to its private clients and businesses. Proud of our commitments, recognized as an eco-company and as a fair employer, we strongly contribute to the 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, project, sustainable development, and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organization.
To complete our Wealth Management team in La Chaux-de-Fonds, we are looking, for a start date to be agreed, for a
Wealth Manager
Your missions
- Manage and sustain a portfolio of existing clients and prospects through your network
- Actively participate in the management and development of your portfolio of clients established in Switzerland
- Provide investment vision and ideas, while relying on the existing management structure.
- Make available to clients the services and value-added solutions available
- Actively support clients and prospects to offer the best management solutions adapted to their personal situation and objectives
- Master and respect the legal framework to minimize operational and legal risks
Your profile
- Education in economics (University bachelor level or higher professional training)
- 2 years of experience in banking or finance
- Proven experience in client advisory in the financial field
- Established network in the Neuchâtel mountains or motivation to develop it
- Ease in developing existing clients and acquiring new clients
- Excellent command of the French language, both written and spoken
- Independent level in English, German is an asset
Your personal qualities
- Excellent interpersonal skills, developed commercial sense, and real understanding of client needs
- Entrepreneurial spirit
- Ability to work in a team, open-minded, with good listening skills
- Good ability to present and represent the bank
Your opportunities
- Certified and job-oriented training
- Top-notch social benefits and attractive working conditions
- Varied work in a dynamic atmosphere
- A human-sized institution
- A pleasant workplace
Workplace / department: La Chaux-de-Fonds / Wealth Management
Start date: immediately or to be agreed
Application deadline: September 30, 2025
Activity rate: 80% - 100%
Remote work: possible
