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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
19 giorni fa
Descrizione dell’offerta di lavoro
Investment AdvisorYou 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 proceduresWhat 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 volumeWhat 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 signatureIf 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 jit0832aen jpiy26aen
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Investment Advisor • Vevey, CH

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