Private Customer Advisor - PERMANENT POSITION (M/F)
- Employment type
- Full-time
- Location
- Neuchâtel
- First posted
Your mission
Are you passionate about customer relations and tailor-made advice? Join a prestigious banking institution in the heart of Neuchâtel, where service excellence and the human element are at the center of priorities. In a dynamic and innovation-oriented region, you will be the privileged interlocutor for a varied private clientele. Your responsibilities: - Manage a portfolio of private clients by offering them global and personalized solutions (investments, financing, pension planning, taxation, etc.). - Develop customer relationships over the long term through a proactive and attentive approach. - Analyze needs, detect opportunities, and guide your clients toward the best products and services. - Expand the portfolio thanks to your local network and your commitment on the ground. - Collaborate closely with internal specialists to guarantee a complete response to client needs.
Your profile
\- Training in the banking sector and an SAQ certification is an asset - Several years of experience in this field of activity in Suisse romande - Expertise in Swiss banking products - Good knowledge of the economic and social fabric of the Neuchâtel region. - High-end sense of service, analytical spirit, and active listening - Irreproachable presentation, discretion, and strong customer orientation Why join this bank? - A loyal and diverse clientele, with high and exciting expectations. - A pleasant, dynamic, and stimulating working environment. - Concrete possibilities for evolution within the institution. - A convivial, human atmosphere that respects employee well-being. Start date: - Immediately or to be agreed upon Who are we? ValJob Permanent is your expert partner in recruitment and permanent staff placement in Switzerland. Our mission is to become your privileged partner in the search for the ideal job. Building on our deep knowledge of the Swiss market and our values of integrity and transparency, we support every talent with total commitment.
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Posted 2 weeks ago