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

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

What you bring

• You provide comprehensive and personalised support to our Private Banking clients and position yourself as a trusted contact for all financial matters. You assist your clients in building their financial future by offering suitable investment and pension solutions.
• You analyse your clients’ needs taking into account their personal situation, goals, and expectations. When relevant, you work closely with our internal specialists to develop tailor-made investment solutions.
• In collaboration with banking and insurance specialists, you design individualised 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 clients comprehensively on banking and insurance products.
• You monitor the evolution of financial markets and regularly discuss their impacts and resulting opportunities with your clients.
• You represent our Private Banking business at 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 qualifications, 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 client experience to a demanding Private Banking clientele with diverse needs.
• You are an autonomous, committed, honest, and results-oriented person, with an entrepreneurial spirit, high standards, and a strong client focus.
• Your team spirit, interpersonal skills, and ability to persuade complete your profile.
• Thanks to your regional roots and existing network, you know the specifics of the local market perfectly and have valuable contacts in the region.

A collaboration that advances

We believe in a partnership of equals, involving mutual trust, with people who want to take responsibility. The diversity of viewpoints helps us find better solutions, both for our clients and within our teams.

Contact us

Esther Glutz

HR Business Partner +41 58 285 3807

Your manager

Hervé Perriard Head of Private Banking Western Region