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Caisse d'Epargne Riviera, société coopérative
Investment AdvisorCaisse d'Epargne Riviera, société coopérative • Vevey, CH
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Investment Advisor

Investment Advisor

Caisse d'Epargne Riviera, société coopérative • Vevey, CH
30+ days ago
Job description

Are you excellent at investment advice? We know how to give it meaning.

The best wealth managers do not necessarily look for the biggest bank; they look for the one where they can have more impact.

We are a bicentennial cooperative 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 relationships matter more than procedures.

Today, we want to write a new chapter in our development by strengthening our investment activity. For this,

We are not looking for just another 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 lasting relationships and support them with a comprehensive wealth approach, and bring in new assets under management thanks to your network, reputation, and ability to persuade

Organise your activity and propose solutions that truly meet clients’ needs. Advice comes before product and you freely build your development strategy

Always comply with laws, guidelines, and procedures.

What sets you apart :

You create opportunities where others wait for them to arrive

You have a solid network of private clients and entrepreneurs

You enjoy persuading, prospecting, opening doors and naturally inspire trust

You seek an environment where the quality of the relationship matters more than the volume of products sold.

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 developing your activity

No in-house products to place – No standardised target lists – No unnecessary intermediaries

Short decision-making channels and proximity to an accessible Management

The opportunity to sustainably build an investment advisory activity that carries your style and your imprint.

If you enjoy entrepreneurship, creating value and building long-term trust relationships, we look forward to meeting you.

We guarantee complete discretion. A response will only be given to profiles matching our criteria.

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Investment Advisor • Vevey, CH

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