Senior Client Advisor Individual Clients (m/f/d)

Raiffeisenbank Region linker Zürichsee is among the leading banks in the region. For our modern advisory bank in Horgen, we are looking for an experienced and entrepreneurially minded personality in holistic private client advisory.

In this role, you will manage an existing client portfolio and take over an attractive client base. At the same time, you will use your network and your advisory competence to build sustainable client relationships and further strengthen our bank's market position in the region.

If you value personal client proximity, entrepreneurial scope, and strong regional roots, we look forward to getting to know you.

Senior Client Advisor Individual Clients (m/f/d)

What awaits you?

• You manage and develop your own client portfolio with a focus on long-term and trusting client relationships.
• You advise our clients holistically in the areas of investing, retirement planning, banking, saving, and financing.
• You recognize client needs at an early stage and unlock potential through active and forward-looking advisory.
• You maintain existing relationships and win new clients thanks to your personality and your network.
• You work closely with our specialists from the areas of investing, financing, as well as retirement and pension planning.
• You represent our bank in the region and actively contribute to the further development of our client base.

What do you bring with you?

• Several years of successful experience in holistic private client advisory, ideally with a focus on investing.
• Proven professional competence and enjoyment in accompanying clients over the long term.
• A completed banking apprenticeship as well as further banking-specific training.
• A strong regional anchoring or a close connection to the Horgen region.
• SAQ certification or the willingness to complete it.
• A confident appearance, negotiation skills, and strong communication skills.

We provide space for initiative and co-creation

We invite our employees to actively help shape their work and take on responsibility. This creates varied tasks that create real added value – for all who want to make a difference.

We offer flexible working models

The work-life balance of our employees is important to us. Therefore, we create the conditions so that working hours can be designed flexibly – with offers for mobile working, home office, and part-time positions.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external further training.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties, as well as above-average retirement provision.

We enable the purchase of additional vacation weeks

In addition to the regular vacation days, our employees can purchase up to two additional vacation weeks per year.

We offer collective profit sharing instead of individual bonuses

We put collective performance in the foreground. Therefore, we have collective profit sharing instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together.

Do you have questions?

We are happy to be there for you.

Sarah Giezendanner
HR Leiterin
+41 (44) 7821045

We look forward to your online application

About us

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