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

Investment Advisor

Caisse d'Epargne Riviera, société coopérative • Vevey, CH
Il y a 21 jours
Description de poste

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.

jidfe4e3f2aen jit0833aen jpiy26aen
Créer une alerte emploi pour cette recherche

Investment Advisor • Vevey, CH

Offres similaires

Gestionnaire de patrimoine 100% CDI (H/F/D)

AdeccoMartigny, Valais, Switzerland

Rejoignez une structure dynamique où vos compétences en conseil financier seront valorisées et feront véritablement la différence ! Postulez dès maintenant !.Gestionnaire de patrimoine 100% CDI (H/... Voir plus

Employer Branding Specialist (w/m/x) 12-monthsmission

Randstad (Schweiz) AGVevey, Vaud

Company: Randstad for Nestlé Enterprises SA.Contract: temporary contract, 12 month via Randstad for Nestlé Enterprises SA.Start date: as soon as possible.As the Talent Attraction Specialist, you wi... Voir plus

 • Offre sponsorisée

Conseiller clientèle privée – Financements hypothécaires 80-100% CDI (H/F/D)

AdeccoMartigny, Vs, Switzerland

Pour le compte de l'un de nos clients, une banque de référence de la région, nous recherchons un Conseiller clientèle privée spécialisé en financements hypothécaires , désireux de mettre son expert... Voir plus

Sales Engineer

Apco TechnologiesAigle, Vaud, Switzerland

Represent the company to current and future clients with comprehensive knowledge of our solutions.Create and execute a sales plan that expands our current client base and extends the company’s reac... Voir plus

Junior HR Consultant / Personalberater:in

careerplusvevey, canton de vaud, ch

Du begleitest Kandidat:innen vom ersten Gespräch bis zum Vorstellungsgespräch und unterstützt sie dabei, ihren nächsten Karriereschritt selbstbewusst anzugehen.Du führst Interviews, erkennst Potenz... Voir plus

 • Offre sponsorisée

Courtier immobilier 100% CDI (H/F/D)

AdeccoMonthey, Vs, Switzerland

Vous souhaitez évoluer dans un environnement dynamique, porter vos propres mandats et contribuer à des projets immobiliers de qualité ? Postulez dès maintenant !.Courtier immobilier 100% CDI (H/F/D... Voir plus

Comptable fiduciaire 80-100% CDI (H/F/D)

AdeccoAigle, Valais, Switzerland

À la recherche d'une nouvelle opportunité professionnelle enrichissante dans le domaine de la comptabilité fiduciaire ? Ne manquez pas cette opportunité ! .Comptable fiduciaire 80-100% CDI (H/F/D)... Voir plus

Courtier en immobilier 100% CDI (H/F/D)

AdeccoMartigny, Valais, Switzerland

Si vous avez un sens aigu des affaires, une expertise en vente, et une connaissance approfondie du marché immobilier, nous avons l'opportunité qu'il vous faut :.Courtier en immobilier 100% CDI (H/F... Voir plus

Private Banking Assistant - Swiss Domestic - Vevey (80-100%)

Lombard OdierVevey

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op... Voir plus

 • Offre sponsorisée

Personalberater:in / Consultant Recruiting & Sales

careerplusmartigny, canton de valais, ch

Du akquirierst neue Kund:innen, pflegst bestehende Beziehungen und baust dein eigenes Portfolio nachhaltig aus.Du berätst Unternehmen im Rekrutierungsprozess und unterstützt sie dabei, passende Fac... Voir plus