Investment Specialist chez Banque Cantonale du Valais

This job ad was AI-translated from French. See originalJob summaryShowJoin BCVS as an Investment Specialist in Sion! Drive product adoption and client engagement.TasksCollaborate with advisors to tailor investment offers for clients.Master and combine BCVS investment solutions based on client needs.Train advisors on new products and best practices for presentations.SkillsHave a commercial degree and 5+ years of finance experience.Strong communication skills and a results-oriented mindset.Flexibility to adapt to diverse teams and situations.AI Generated SummaryIs this helpful? Investment SpecialistSion80-100%As an Investment Specialist, your mission will be to increase the adoption of our products among clients, in close collaboration with our advisors. You will be the reference for the promotion and placement of all BCVS investment solutions. Your main challenge will be to transform the static liquidity of our clients into value-added investments. In this context, you will support advisors during client meetings.Specifically?You will work closely with advisors to develop offers tailored to clients and participate in complex meetings to answer technical questions, reassure clients, and present the added value of investment solutions.You will master all the bank’s investment solutions and their technical subtleties by leveraging your ability to combine BCVS solutions according to client needs.You will train advisors on new products, performance, market strategies, and best practices for presenting investment solutions.You will ensure that each proposal complies with client needs while considering the legal framework (LSFin).You will identify opportunities and risks to position products appropriately and analyze the potential of the existing client base.Interested in the challenge?This position is for you if…You have a commercial education (HES/Master in economics/finance) or equivalent.You have at least 5 years of experience in finance, including 3 years in a similar role in investment advice or financial product sales in Switzerland.You have good written and spoken knowledge of French and English; knowledge of German is an asset.You describe yourself as a flexible person able to adapt to new situations and diverse personalities and can collaborate with different teams.You have excellent communication skills and constructively provide improvement solutions.You are recognized for your strong results orientation.Would you like to join us?Let’s meet!We look forward to receiving your application.To do so, send your complete file to Marisa Berclaz, our HR Business Partner, at the address: recrutement@bcvs.ch no later than January 30, 2026.