jobportalschweiz.ch
← All jobs

Private Client Advisor

Raiffeisen Schweiz

Employment type
Full-time
Location
Aigle
First posted
Apply now
Join our team! Banque Raiffeisen Alpes Riviera Chablais Vaudois is a dynamic banking institution, solidly anchored in its local market and constantly evolving. In order to strengthen our team in the Pays-d'Enhaut region, we are looking for a committed Private Client Advisor, client-oriented and driven by a passion for advisory services. Apply now Share What awaits you? ## • Manage, develop and retain a portfolio of private clients through proactive and personalized follow-up. • Identify and exploit the commercial potential of your portfolio by proposing solutions adapted to client needs. • Provide global advice in the fields of mortgage financing, pension planning, insurance and investments. • Actively develop the clientele through the targeted acquisition of new clients and the expansion of your network. • Participate in commercial actions, client events and prospecting activities in your market. What do you bring? ## • Complete banking training or training deemed equivalent. • Successful experience in private client advisory. • Good knowledge of mortgage financing and interest in global wealth management advice. • Developed commercial sense, entrepreneurial spirit and strong client orientation. • Excellent interpersonal skills, listening ability and ease in negotiation. • Dynamic, autonomous, flexible personality who enjoys teamwork. • Solution orientation and willingness to actively contribute to the development of the bank.

Automatically translated from the original.

Posted 1 week ago

Location

View on Google Maps