Estate Advisor - Lausanne Region

Estate Advisor

Your responsibilities:

• Providing personalised, high-value advice to Private Banking clients on wealth transfer in close collaboration with their managers and other sector specialists (tax advice, financial planning, pension advice)
• Developing a network and external partnerships outside the bank
• Supporting client advisors in developing their client book and acquiring prospects
• Promoting the bank and estate advice in particular through organising client events and writing articles, internal or external documentation
• Supporting the bank's strategic and operational projects related to client estate advice
• Drafting project deeds

Your profile:

• Holder of an academic qualification as a lawyer (advocate an asset)
• Confirmed professional experience of several years (+5 years) in client advisory
• Ability to guide and advise our clients clearly and proactively, providing personalised solutions
• Ability to captivate an audience and convey complex messages
• Analytical mind, organisational skills and customer service orientation
• Knowledge of and curiosity for digital tools
• Strong writing skills and perfect command of spoken and written French
• Positive and dynamic personality with the ability to work both independently and as part of a team
• Excellent listening skills and empathy
• Good knowledge of English