Wealth Manager

About the job

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, recognised as an eco-company and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our collaborators. 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 organisation.

To complete our Wealth Management team in Neuchâtel, 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 comply with the legal framework to minimise operational and legal risks

Your profile

• Education in economics (University bachelor level or higher professional training) or deemed equivalent
• Minimum 5 years of experience in the banking or finance sector
• Proven experience in managing a Wealth Management client portfolio
• Established network in the canton of Neuchâtel 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
• Aptitude 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
• First-class social benefits and attractive working conditions
• Varied work in a dynamic atmosphere
• A human-sized establishment
• A pleasant workplace

Workplace / department: Neuchâtel / Wealth Management

Start date: immediately or to be agreed

Activity rate: 80% - 100%

Remote work: possible