Auf einen Blick
- Aufgaben: Entwickle dein eigenes Portfolio und baue nachhaltige Beziehungen zu Kunden auf.
- Unternehmen: Unabhängige Bank mit starken Werten und schneller Entscheidungsfindung.
- Vorteile: Echte Handlungsfreiheit, Autonomie und keine standardisierten Zielvorgaben.
- Weitere Informationen: Perfekte Diskretion garantiert, wir freuen uns auf deine Bewerbung!
- Warum dieser Job: Gestalte deine eigene Investmentberatung und hinterlasse deinen persönlichen Stil.
- Qualifikationen: Starkes Netzwerk und die Fähigkeit, Vertrauen zu inspirieren.
Das prognostizierte Gehalt liegt zwischen 38000 - 55000 € pro Jahr.
Investment Advisor You excel in investment consulting?
We know how to give it the best.
The best wealth managers are not necessarily looking for the biggest bank.
They are looking for the one where they can have more impact.
We are a bicentennial bank deeply rooted in the region.
An independent bank with strong values, close to its clients, where decisions are made quickly and freely and where people matter more than procedures.
Today, we wish to write a new page in our development by strengthening our investment activity.
For this, we are not looking for an investment advisor, we are looking for a personality.
Your mission:- Develop your portfolio as if it were your own business- Identify new private clients and entrepreneurs, create sustainable relationships and accompany them with a global approach and bring in new capital under management thanks to your network, your expertise and your ability to convince- Organize your activity and propose solutions that truly meet client needs.
Advice comes before the product and you freely build your development strategy- Respect at all times the laws, directives and procedures What sets you apart:- You create opportunities where others wait for them to happen- You possess a solid network of private clients and entrepreneurs- You like to convince, prospect, open doors and inspire trust- You are looking for an environment where the quality of the relationship matters more than volume What we offer:- Our fixed salary will probably not compete with that of commercial banks.
That is not our promise.
Ours is different:- True freedom of action and autonomy in the development of your activity- No in-house products to place – No standardized target lists – No unnecessary intermediaries- Short decision-making channels and proximity to an accessible Management- The opportunity to sustainably build an investment consulting activity that carries your style and your signature If you like to undertake, create value and build relationships of trust over the long term, we look forward to meeting you.
We guarantee perfect discretion.
A response will only be given to profiles corresponding to our criteria. jidfe4e3f2aen jit0730aen jpiy26aen
Investment Advisor Arbeitgeber: Caisse d'Epargne Riviera, société coopérative
Als lokal verwurzelte Bank, die seit über 200 Jahren besteht, bieten wir Ihnen die Möglichkeit, Teil eines engagierten Teams zu werden, das Zusammenarbeit, Lernen und persönliche Entwicklung fördert. Unsere moderne Arbeitsumgebung in Montreux und die attraktiven Arbeitsbedingungen schaffen ein Umfeld, in dem Ihre Initiative geschätzt wird und Sie aktiv zur Kundenzufriedenheit beitragen können. Bei uns stehen Nähe, Vertrauen und Qualität im Mittelpunkt, was uns zu einem hervorragenden Arbeitgeber macht.
Kontaktdaten:
Caisse d'Epargne Riviera, société coopérative Recruiting-Team
