Private Client Advisor (w/m/d)

For Raiffeisenbank Kelleramt-Albis, a successful and locally oriented bank with headquarters in Oberlunkhofen and a branch in Affoltern am Albis, we are looking for a personality as a Private Client Advisor.

Private Client Advisor (w/m/d)

What awaits you?

• Identifying and exploiting customer potential through active and continuous management of the personal client portfolio
• Ensuring competent advice on financing matters (housing) as well as standardized advice in the topics of investing and retirement planning
• Developing need-based solutions by taking into account the individual needs, wishes, goals, and life situations of customers as well as within the framework of the segment-specific product range
• Expansion of the existing client base through targeted acquisition of new customers
• Participation in target group-specific market development measures such as contact campaigns, events, and representative tasks

What do you bring with you?

• Completed banking training or comparable training as well as completed further education in the financial sector
• In-depth specialist knowledge in the areas of investing, retirement planning, and financing
• Good communication skills, high social competence, teamwork skills, and flexibility
• Dynamic, entrepreneurial way of working with a strong customer and sales orientation
• Enjoyment of proactive customer contact
• Solution-oriented negotiation skills with closing strength

We maintain a familial environment

The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture creates personal closeness and equality across all functional levels.

We live diversity and equal opportunity

We promote the different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes decisively to our success.

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 education.

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 benefits.

Do you have questions?

For content-related questions regarding the position:

Raiffeisenbank Kelleramt-Albis
Anna Huber
Head of Private Clients

For questions regarding the application process:

We look forward to your online application

About us

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