Private Client Advisor Individual (m/f/d)
- Employment type
- Full-time
- Location
- Visp
- First posted
Become part of our team!
For Raiffeisenbank Region Visp, a successful and locally oriented bank with a branch in Visperterminen, we are looking for a personality as a Private Client Advisor.
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What awaits you? ##
- Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
- Ensuring competent advice on financing matters (housing) as well as standardized advice in the topics of investing and retirement planning
- Development of needs-based solutions by involving 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 or comparable training
- Experience in the financial services sector
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Posted 1 week ago