Conseiller(ère) Clientèle Privée

Banque Cantonale de Fribourg

Switzerland
On-site
Client portfolio management
Mortgage advisory
Wealth management consulting
Promote the bank and sell a full range of products and services while providing comprehensive advice in mortgage, wealth management, pension, basic and digital products

Job Summary

  • Promote the bank and sell a full range of products and services while providing comprehensive advice in mortgage, wealth management, pension, basic and digital products.
  • Manage assigned client portfolios and acquire new clients while supporting senior private client advisors and the private client manager.
  • Participate in events organized by the bank to enhance client relationships and bank presence.

Matching Summary

Promote the bank and sell a full range of products and services while providing comprehensive advice in mortgage, wealth management, pension, basic and digital products.

Skills & Requirements

Must-have

  • Client portfolio management
  • Mortgage advisory
  • Wealth management consulting
  • Proficiency in MS Office
  • French native speaker

Nice-to-have

  • Good knowledge of German
  • Participation in bank events
  • Administrative experience in mortgage processing

Key Requirements

  • SAQ CI certification completed or in progress
  • Experience in administrative mortgage processing
  • Native French speaker with good German skills

Work Rights

Not specified

Tailored Resume

Cover Letter