Private Client Advisor Individual (m/f/d)
- Employment type
- Full-time
- Workload
- 100%
- Location
- Muttenz
- Languages
- German, German
- First posted
Become part of our team!
For Raiffeisenbank Regio Muttenz, a successful and locally oriented bank with branches in Arlesheim, Münchenstein, Muttenz and Pratteln, we are looking for a personality as a Private Client Advisor Individual.
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What awaits you? ##
- Identifying and exploiting customer potential through active and continuous support of the personal customer portfolio
- Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and retirement planning
- Developing solutions tailored to needs, taking into account the individual needs, wishes, goals and life situation of the 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
- Several years of experience in private client advisory
- Sound professional knowledge in the areas of financing, investing and retirement planning
- Sympathetic and winning appearance, good communication skills
- You are reliable, independent, flexible and a team player
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Posted 2 days ago