Senior Private Client Advisor Real Estate (w/m/d)
- Employment type
- Full-time
- Location
- Zürich
- First posted
Become part of our team!
Raiffeisenbank Zürich is a successful, strongly growing and dynamic bank with 6 branches in the urban area. Over 90 employees live and work according to the motto "with heart and competence" as we conquer Zürich.
Discover this unique culture and become part of our successful mortgage advisory team! We are looking for a committed and experienced personality with high customer orientation and distinct advisory competence. You will accompany our customers holistically and according to their needs, develop suitable financing solutions, and sustainably expand existing customer relationships. With your sense for potentials, you will actively win new customers and thus contribute significantly to the success of Raiffeisenbank Zürich.
To successfully perform this function, we require a current banking background in customer advisory. Applications from real estate brokerage or real estate consulting cannot, unfortunately, be considered.
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What awaits you? ##
- Management and development of your own individual client portfolio
- Active support of our clientele across all life stages in the topics of numbers, saving, investments, and provision, with a focus on mortgage business
- Active cooperation with internal sales units such as wealth management, financial planning, and corporate banking for the targeted referral of customers
- Participation in target-group-specific market development measures and undertaking representative tasks
What do you bring with you? ##
- Completed banking training with SAQ certification as an individual client advisor and higher education (Bachelor/FH/financial planner or similar)
- Several years of broad experience in private client advisory with your own client portfolio, especially real estate financing
- Strengths in sales and selling with a strong customer focus
- Building and maintaining a network in the city of Zürich
- Digital affinity
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Posted 5 days ago