Advisory Desk Advisor

About the job

Advisory Desk Advisor

A locally rooted bank firmly established in the canton, BCN is a human-scale bank offering quality services to its private clients and businesses. Proud of our commitments based on ESG principles, recognised as an eco-enterprise and as a fair employer, we contribute significantly to the regional economic life and consider that our success is closely linked to the professional and human qualities of our collaborators. For you, are autonomy, commitment, responsibilities, projects, sustainable development and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organisation.

To expand our Wealth Management team based in Neuchâtel, we are looking for an immediate or agreed start for a

Advisory Desk Advisor

Your missions

• Generate investment ideas for the bank's investment clients
• Analyse and select investment products, notably investment funds and structured products
• Actively monitor and manage sophisticated Wealth Management client portfolios by providing personalised advice across all asset classes
• Develop recommendation lists
• Contribute to the development of investment clients and Asset Management
• Participate in the Investment Committee defining the bank's overall investment policy
• Contribute to overall communication related to financial markets

Your profile, your skills

• University or advanced professional financial training (HEG, CFA or in banking economics) and continuing education related to investments and placements
• Proven experience of several years as a Wealth Management Advisor or in other roles related to financial markets (analyst, fund manager, etc.)
• Mastery of all financial products, including derivatives and structured products
• Native French speaker, you master English (min. B2) and ideally have good knowledge of German

Your personal qualities

• Excellent interpersonal skills, communication and simplification abilities
• Strong client orientation
• Sense of responsibility and initiative
• Good organisation and rigour
• Ability to work in a team, open-minded, with good listening skills
• Oriented towards collective success

Your opportunity

• We offer you the opportunity to join a company with an excellent reputation and a sound and profitable financial situation
• You will have wide freedom of action in your area of expertise and be able to express your convictions
• You will have the support of a competent and motivated management team, as well as dynamic collaborators who look to the future with confidence
• You will carry out a varied and interesting activity and benefit from first-class social benefits and attractive working conditions
• You will work in a pleasant working environment