Senior Private Client Advisor (w/m/d)
- Employment type
- Full-time
- Location
- Derendingen
- First posted
Become part of our team!
Raiffeisenbank Wasseramt-Buchsi is a successful and locally anchored bank with locations in Derendingen, Herzogenbuchsee and Zuchwil. Our values - competent, close and personal - we live daily in contact with our customers as well as in teamwork.
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What awaits you? ##
• You manage your own client portfolio in the PKI segment and contribute to potential identification and exploitation through effective and efficient sales activity
• Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and retirement planning
• 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
• You position Raiffeisen as a holistic, competent and sustainable solution provider and yourself as a central contact person
• You participate in market development measures, especially in campaigns, events and representative tasks
What do you bring with you? ##
• Completed banking training and/or further education in banking and finance
• Ideally several years of experience in private client advisory
• Strong customer- and sales-oriented thinking and acting
• Sympathetic and winning appearance as well as good communication skills and enjoyment of customer contact
• Local anchoring in the region
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Posted 2 weeks ago