Private Client Advisor and Deputy Head of Rapperswil-Jona Branch (m/f/d)

For Raiffeisenbank Rapperswil-Jona, a successful, innovative and locally oriented bank with headquarters in Rapperswil-Jona SG and branches in Rüti ZH, Hombrechtikon ZH and Egg ZH, we are looking for a committed, service-oriented and independent personality as a Private Client Advisor and Deputy Head of Rapperswil-Jona Branch (m/f/d) for our modern advisory bank in Rapperswil-Jona.

Private Client Advisor and Deputy Head of Rapperswil-Jona Branch (m/f/d)

What awaits you?

• Development and management of your own private client portfolio
• Deputizing for the Head of Rapperswil-Jona Branch
• Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and retirement planning
• Development of needs-based solutions taking into account the individual needs, wishes, goals and life situations of customers as well as within the framework of the segment-specific product range
• Expansion of the existing customer base through targeted acquisition of new customers
• Collaboration in target group-specific market development measures such as contact campaigns, events and representative tasks

What do you bring with you?

• Completed banking training and/or further training in the banking or finance sector
• Experience in the financial services sector, especially in mortgage consulting
• Strong customer- and sales-oriented thinking
• Independent and goal-oriented way of working as well as enjoyment of intensive customer contact
• Teamwork skills and flexibility

We provide space for initiative and co-creation

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 maintain a family-like environment

The cooperative values are our cornerstones: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture (informal culture) creates personal closeness and equality across all functional levels.

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 benefits.

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.

Do you have questions?

For content-related questions regarding the position:

Martin Hefti
Head of Rapperswil-Jona Branch and Member of Management
+41 (55) 2517032

For questions regarding the application process:

Marina Widmer
HR Manager
+41 (55) 2243079

We look forward to your online application

About us

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