Basic Private Client Advisor (f/m/d)

Join our team!

Banca Raiffeisen Vedeggio Cassarate, a bank strongly rooted in the territory and oriented towards local clients, is looking for, for its branch network, a personality with a strong sense of responsibility and client orientation.
In the role of Basic Private Client Advisor, you are responsible for the strategy-compliant management and development of our Basic Private Client (CPB) base.

You will act as a competent and responsible advisor and will deal with the recognition and exploitation of potential in contact with clients, its development, and the transition to the target segment of Individual Client Advisory.

You will adopt a global approach to advisory and assistance, centered on the life stages and important events of the clients, taking into account the specific offering of the segment.

You will actively contribute to the positioning of Raiffeisen as a competent partner on the topic of Finance (in particular Savings, Investments, and Pension).

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What awaits you? ##

• Global and needs-oriented advisory for a basic private clientele in the areas of means of payment, savings products, investments, and pension, in compliance with strategic and regulatory directives and the Bank's objectives
• Recognition and development of client potential through proactive advisory
• Targeted acquisition of new clients

What do you offer? ##

• Diploma as a commercial employee, preferably in the banking sector, and professional maturity
• SAQ Private Client Advisor certification or willingness to obtain it
• Excellent IT knowledge and orientation towards digitalization
• Enterprising personality, with good interpersonal skills and oriented towards clients and sales
• Ability to work independently and in a team
• Active commitment to the success of the team
• Banking experience in a similar position; knowledge of the market and integration into the Vedeggio Cassarate territory constitute a preferential qualification
• Residence in Ticino