Customer Advisor Private Clients Individual (f/m/d)
- Employment type
- Full-time
- Location
- Ebikon
- First posted
Become part of our team!
For Raiffeisenbank Luzern, a successful and locally oriented bank with branches in Luzern, Ebikon, Root and Littau, we are looking for a personality as Customer Advisor/in Private Clients Individual.
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What awaits you? ##
• Comprehensive, needs-oriented advice for our customers in all credit matters in the mortgage sector as well as on the topic of investments.
• Advising our customers on questions of pension, protection, retirement and taxes
• Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
• Development of needs-based solutions taking into account the individual needs, wishes, goals and life situation of the customers as well as within the framework of the segment-specific product range
• Expansion of the existing customer base through targeted acquisition of new customers
• Participation in market development measures and undertaking representative tasks
What do you bring with you? ##
• Completed banking training or comparable training
• Experience in the areas of credit advice (mortgages) and investment advice
• Further education in the banking or financial sector
• Enjoyment of customer contact and communication with our customers on all channels
• Strong customer- and service-oriented thinking and acting
• Independent and responsible way of working
• You are proactive, open, flexible and humorous
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Posted 1 week ago