Client Portfolio Banker Ii

ING

Zone Sud, Switzerland
Develop and advise a+ client portfolio
Financial planning for clients
Proactive client needs assessment
You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning

Job Summary

  • You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning.
  • With other colleagues in your region, you are responsible for the smooth running and animation of the financial results of the region.
  • We offer you a clear objective, a unique offering and a flexible remuneration package with other benefits.

Matching Summary

You are responsible for the development of, and advice to, a portfolio of A+ clients and you are responsible for their financial planning.

Skills & Requirements

Must-have

  • Develop and advise A+ client portfolio
  • Financial planning for clients
  • Proactive client needs assessment
  • Utilize digital banking channels
  • Collaborate with product lines
  • Drive regional financial results

Nice-to-have

  • Enthusiastic team player
  • Creative problem solver
  • Proactive and passionate
  • Interest in financial world

Key Requirements

  • Perfect knowledge of French and German
  • Good communication in English
  • MiFID legislation compliance
  • Risk management compliance

Work Rights

Not specified

Tailored Resume

Cover Letter