Senior Private Customer Advisor (w/m/d)
Raiffeisen Schweiz
- Employment type
- Full-time
- Location
- Untersiggenthal
- First posted
Become part of our team!
We - Raiffeisenbank Siggenthal-Würenlingen - are close to people and strong in the region. At our three locations in Nussbaumen, Untersiggenthal and Würenlingen, we combine personal consulting with a modern banking experience.
As a host, we create spaces where our customers feel comfortable and experience banking in a simple, human and authentic way. Our connection to the region, our commitment to people and our passion for financial topics shape our daily routine.
With around 48 employees - including five apprentices - we focus on continuous development, modern working methods and genuine work-life balance. Flexible working hours, attractive social benefits and ergonomic workplaces are a matter of course for us.
Ready to take off with us? Then we look forward to you.
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What can you expect? ##
• Comprehensive, needs-based consulting for customers in the areas of financing and investing
• Consulting for customers on issues related to investments, provisions, insurance, retirement and taxes
• Identifying and exploiting customer potential through active and continuous customer portfolio management
• Expanding the existing customer base through targeted acquisition of new customers
• Participation in market development measures and performance of representative tasks
What do you bring? ##
• Completed banking training (possibly further education in banking or finance)
• Several years of experience in the field of credit (mortgages) and investment consulting
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Posted 3 days ago