Investment Client Advisor
- Employment type
- Full-time
- Location
- Sarnen
- Company
- Raiffeisenbank Obwalden, Kernserstrasse 10, 6060 Sarnen
- First posted
Investment Client Advisor (w/m/d)
Raiffeisenbank Obwalden is looking for a person who approaches the interesting activities in investment client advisory with enthusiasm and recognizes and processes the comprehensive needs of the clientele.
Investment Client Advisor (w/m/d)
What awaits you?
Ongoing support of the clientele, expansion of the existing client portfolio as well as acquisition of new clients
Development of needs-based solutions, coordinated with the individual needs, wishes, goals and life situations of the clientele
Ensuring competent, holistic wealth advisory and development opportunities
Participation in target group-specific market processing measures such as campaigns, events and representative tasks
An experienced, upbeat and motivated team that can have a say and also has humor
What do you bring with you?
Completed banking training
Further training in banking or finance is an advantage
A communicative, committed and enthusiastic manner
Empathic manners and networked thinking
We maintain a family-like 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 proximity and equality across all functional levels.
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 training.
We provide space for initiative and co-determination
We invite our employees to actively shape their work and take on responsibility. This creates varied tasks that create real added value – for all those who want to make a difference.
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 pension schemes.
Do you have questions?
For content-related questions regarding the position:
Raiffeisenbank Obwalden
Head of Investment Client Advisory
Kernserstrasse 10
6060 Sarnen
Tel.
For questions regarding the application process:
Raiffeisenbank Obwalden
Burch
Head of Human Resources
Brünigstrasse 97
6072 Sachseln
Tel.
We look forward to your online application
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Posted 2 days ago