Private Client Advisor
- Employment type
- Full-time
- Location
- Gebenstorf
- First posted
Private Client Advisor (m/f/d)
You are looking for a varied job where you can make a difference with your around 40 colleagues? Then come to Raiffeisenbank Wasserschloss - a successful, locally anchored bank with branches in Gebenstorf, Windisch and Brugg! Whether full-time or part-time, with us you will find the perfect balance between job and leisure. Your future workplace? Modernly equipped and located in an idyllic environment with numerous possibilities to clear your head in nature during a break.
Private Client Advisor (m/f/d)
What awaits you?
Recognizing and exploiting customer potential through active and continuous management of the personal client portfolio with a focus on financing
Ensuring competent advice on financing matters (housing) as well as standardized advice in the topics of investing and retirement planning
Expansion of an existing customer base through targeted acquisition of new customers
Active participation in market development measures such as contact campaigns, customer events and representative tasks
What do you bring with you?
Completed banking training and/or further education in banking or finance
Certification as an Individual Client Advisor (SAQ) is an advantage
Experience in advising and processing financing as well as managing a personal client portfolio
Enthusiasm and sound specialist knowledge in the field of "financing" as well as knowledge in the areas of "investing" and "retirement planning"
Strong sales and customer orientation with convincing communication skills
Dynamic, entrepreneurial personality with a winning appearance, connection to the region is an advantage
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 promote the compatibility of family and career
We support families. Therefore, we create an environment in which family and career can be reconciled in the best possible way, for example through part-time work, generous parental leave or the payment of a voluntary family allowance*.
*provided that the ordinary (cantonal) family allowances are obtained via the family compensation fund of Raiffeisen.
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 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 everyone who wants to make a difference.
Do you have questions?
For content-related questions about the position:
Head of Sales and Deputy Chairman of the Bank Management
For questions about the application process:
Employee Management Office
We look forward to your online application
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Posted 6 weeks ago