Private Individual Client Advisor

Ref 2584991 | Date: 13 Oct 2026 La Banque Raiffeisen Morges Venoge - a booming bank well-established in the region - is looking to strengthen its private client advisory department for a Private Individual Client Advisor to join its Morges branch, with a weekly presence at the La Sarraz branch. Private Individual Client Advisor What awaits you? • Global advice to private clients and more specifically in the field of mortgage financing • Advice to private clients regarding pension planning, investments, insurance coverage, and taxation • Analysis and exploitation of client potential through proactive and continuous portfolio monitoring • Client development through targeted acquisition • Representation tasks in the activity area • Preparation of financing files. What do you bring? • Solid experience in the field of pension planning, investments, and life insurance • Higher education of HES type or a title deemed equivalent, completed by specific advisory modules • 3 years of experience in a similar position, in a Swiss bank, are indispensable • Good knowledge of the economic fabric of the region • Excellent interpersonal skills and communication sense • Commercial proactivity and strong customer orientation • Dynamic, organized, autonomous, knowing how to take initiative while integrating into a cohesive team. We work in a friendly environment Cooperative values are our pillars. Together. One for the other. They shape our way of collaborating and behaving towards one another. The culture of using "tu" promotes personal proximity and exchanges on an equal footing at all functional levels. We live diversity and equal opportunity We encourage diversity of perspectives, experiences, and skills within our teams. This diversity is our wealth and contributes decisively to our success. We encourage personal and professional development Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every one and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external perfection costs. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages on banking products, various discounts from third parties, as well as financial stability and old-age provision above average. Do you have any questions? For questions about the content of the position: We offer you a varied activity, attractive engagement conditions, and possibilities for continuous training. If you recognize yourself in this profile, we look forward to receiving your complete application file, with copies of diplomas and certificates. Banque Raiffeisen Morges Venoge Direction RH Rue du Centre 172 1025 St-Sulpice [Write an email](< >) For questions about the application process: We look forward to your online application About us jpide5c9218jm jpit1042jm jpiy26jm