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Conseiller Patrimonial – Autonomie, Formation & Croissance
Job in
2000, Neuchâtel, Neuchâtel, Switzerland
Listed on 2026-08-29
Listing for:
SVAG Conseil en Patrimoine Suisse
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SVAG Conseil en Patrimoine Suisse, membre du Groupe DVAG, recherche des Conseillers(ères) patrimoniaux pour Neuchâtel, Fribourg, Jura et Bern. Vous accompagnerez une clientèle privée sur l’ensemble des sujets patrimoniaux, réalisez une analyse globale de la situation financière et des objectifs clients.
Vous proposerez des solutions adaptées en prévoyance, assurances, placements et immobilier, développerez et suivrez un portefeuille clients tout en construisant une relation de confiance durable.
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