Private Individual Client Consultant

Join our team! Banca Raiffeisen Vedeggio Cassarate, an institution strongly rooted in the territory and a point of reference for local clients, is looking for a person with experience, competence and orientation to quality service to strengthen the team dedicated to Private Individual Client Consulting in Rivera. In this role, you will manage a client portfolio autonomously, offering customized financial solutions and building authentic relationships based on trust and proximity. With us, it's not just about consulting: it means listening, understanding and guiding clients in their choices, creating value for them and for the territory, in line with the cooperative principles that distinguish us. Apply now Share What awaits you? ## • Management and development of a private client portfolio with strategic vision; • Personalized consulting in the areas of financing, pension planning and asset planning; • Professional management of mortgage applications; • A solid, collaborative and growth-oriented work environment; • Attractive working conditions and benefits; • A corporate culture based on quality, trust and cooperation. What do you offer? ## • Federal diploma as a bank commerce employee and professional maturity or equivalent training; higher titles are a preferred qualification; • SAQ certification - Private Individual Client Consultant; • Banking experience in a similar role at Swiss institutions, knowledge of the market and roots in the Vedeggio Cassarate territory are a preferred qualification; • Solid knowledge of the Swiss regulatory and tax context (compliance, taxation, LRD); • Good communication skills, orientation to quality consulting and strong entrepreneurial spirit; • Operational autonomy and attitude to structured and team work; • Alignment with our values.