jobportalschweiz.ch
← All jobs

Senior Wealth Manager (f/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Zürich
First posted
Apply now
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» we are conquering Zürich. Discover the unique culture that combines entrepreneurial commitment, fairness and personal performance planning and decide on an employer with modern employment conditions, a great variety of tasks and a high degree of creative freedom. Share What awaits you? ## • Holistic support and advice for the existing clientele, targeted expansion of the customer portfolio as well as active acquisition and gaining of new customers • Development of needs-based solutions, tailored to the individual wishes, goals and life situations of the clientele • Ensuring professional wealth management and development of tailor-made strategies for long-term wealth development • Participation in target group-specific market development measures such as campaigns, events and representative tasks What do you bring with you? ## • Completed banking training with further training in banking or finance is an advantage (SAQ certification CWMA client advisor) • Several years of experience in the wealth and investment business • Strengths in sales, selling and in acquisition • Digital affinity • Enjoyment of continuous further training as well as a confident appearance • Networking in the region is an advantage

Automatically translated from the original.

Posted 1 week ago

Location

View on Google Maps