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Private Client Advisor Individual (m/f/d)

Raiffeisen Schweiz

Employment type
Full-time
Workload
100%
Location
Muttenz
Languages
German, German
First posted
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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

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