Private Client Advisor Individual Clients

Become part of our team!

For Raiffeisenbank Schaffhausen, a modern, successful and locally oriented bank with its headquarters in Schaffhausen and a branch in Neunkirch, we are looking for a dedicated, customer-oriented and sales-strong personality as a Private Client Advisor Individual Clients 80-100% for our headquarters in Schaffhausen, due to the retirement of the previous client advisor, as of 01.03.2027 or by arrangement. Since a significant part of the existing client portfolio is Italian-speaking, we especially welcome applicants with good to very good Italian language skills.

Share

What awaits you? ##

• You will take over an existing client portfolio and further develop it through active and sustainable advice.
• You will accompany clients in all financial matters regarding investing, retirement planning, financing, protection and living, and will also look after clients with more sophisticated investment needs.
• You will recognize client potential, use sales opportunities in a targeted manner and win new clients.
• You will develop individual solutions and work closely with internal and external specialists.
• You will actively promote the brokerage business and strengthen cross-divisional cooperation.
• You will support your clients in using digital banking services.
• You will participate in campaigns, client events and other market development measures.

What do you bring with you? ##

• Completed banking training as well as several years of experience in private client advisory.
• Sound knowledge in the areas of investing, retirement planning and financing.
• Experience in managing your own client portfolio as well as enjoyment of active market development and new client acquisition.
• Strong advisory, sales and relationship competence.
• Independent, structured and responsible way of working.
• High customer orientation as well as a convincing and winning appearance.
• Very good German skills as well as ideally good to very good Italian skills in speaking and writing.
• Enjoyment in the use of digital advisory tools and in the further development of modern client solutions.
• Certification or the willingness to acquire it.