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Private Individual Client Advisor

Banque Raiffeisen

Employment type
Full-time
Location
Monthey
Company
Banque Raiffeisen, 1870 Monthey
First posted
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Joining Banque Raiffeisen de Monthey means evolving within a modern and human-sized structure, where proximity, team spirit, and cooperative values guide our daily actions. Do you want to take on a new challenge and actively contribute to the development of our financing activity? We look forward to meeting you. Private Individual Client Advisor (f/m) What awaits you? Manage, retain, and develop a portfolio of private clients through proactive monitoring and the acquisition of new clients. Accompany clients in their financing projects and the key stages of their lives. Offer global and personalized advice regarding credit, providence, investments, and insurance. Develop solutions adapted to client needs and promote the adoption of digital services. Contribute to the development and influence of the Bank through prospecting and local representation actions. What do you bring? Complete banking training (banking CFC or a title deemed equivalent), accompanied by an SAQ certification or willing to obtain it as part of the function. Federal diploma or higher education, an asset. Confirmed experience in private client advisory. Solid skills in financing and the ability to adopt a global approach to wealth. Enterprising, autonomous, and solution-oriented personality. Strong commercial spirit and knowledge of the local economic fabric. Residing in Switzerland, ideally in the Chablais. We work in a friendly environment Cooperative values are our pillars. Together. For one another. They shape our way of collaborating and behaving toward one another. The culture of using "tu" promotes personal proximity and exchanges on an equal footing at all functional levels. We live diversity and equal opportunity We encourage a diversity of perspectives, experiences, and skills within our teams. This diversity is our wealth and contributes decisively to our success. We encourage personal and professional development Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every person and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external training costs. We offer attractive social conditions and benefits Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and old-age providence above average. Do you have any questions? What we offer you: • A modern working environment within a dynamic regional bank. • A varied activity offering wide scope for initiative and autonomy. • A corporate culture based on proximity, trust, and cooperative spirit, with evolution prospects. For questions regarding the application process: Do you recognize yourself in this profile and wish to actively contribute to the development of our Bank? We look forward to receiving your complete application file by 30 September 2026 at the following address: Banque Raiffeisen de Monthey attn. Monsieur Denis Masset Avenue de la Gare 24 1870 Monthey [Write an email](< >) Your application will be treated with full confidentiality. We thank all candidates for their interest. Only files matching the sought profile will receive a response. About us jpid8d7322fjm jpit0937jm jpiy26jm

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Posted 2 weeks ago

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