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Senior Private Client Advisor

Raiffeisenbank Wasseramt-Buchsi

Employment type
Full-time
Location
Derendingen
Company
Raiffeisenbank Wasseramt-Buchsi, 4552 Derendingen
First posted
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Senior Private Client Advisor (w/m/d) The Raiffeisenbank Wasseramt\-Buchsi is a successful and locally anchored bank with locations in Derendingen, Herzogenbuchsee and Zuchwil. Our values – competent, close and personal – are lived daily in contact with our customers as well as in teamwork. Senior Private Client Advisor (w/m/d) What awaits you? You manage your own client portfolio in the PKI segment and contribute to the identification and exploitation of potential through effective and efficient sales activities Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and retirement provision 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 You position Raiffeisen as a holistic, competent and sustainable solution provider and yourself as a central contact person You participate in market development measures, particularly in campaigns, events and representative tasks What do you bring with you? Completed banking training and/or further education in banking and finance Ideally several years of experience in private client advisory Strong customer- and sales-oriented thinking and action Sympathetic and winning appearance as well as good communication skills and enjoyment of customer contact Local anchoring in the region We maintain a family-like environment The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with each other. The Du-culture creates personal closeness and equality across all functional levels. We provide space for initiative and co-determination We invite our employees to actively shape their work and take on responsibility. This creates varied tasks that create real added value – for everyone who wants to make a difference. We promote the compatibility of family and career We support families. Therefore, we create an environment in which family and career can be reconciled in the best possible way, for example through part-time work, generous parental leave or the payment of a voluntary family allowance*. *provided that the ordinary (cantonal) family allowances are received via the family compensation fund of Raiffeisen. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties as well as above-average retirement provision. Do you have questions? For content-related questions about the position: Otter Deputy Head of Private Client Advisory For questions about the application process: Jennifer Megaro Management Support We look forward to your online application About us jpidc840271jm jit0731jm jiy26jm

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Posted 2 weeks ago

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