Senior Private Client Advisor
- Employment type
- Full-time
- Location
- Derendingen
- Company
- Raiffeisenbank Wasseramt-Buchsi, 4552 Derendingen
- First posted
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
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Posted 2 weeks ago