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Private Client Advisor Individual (f/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Zeiningen
First posted
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Become part of our team!

For Raiffeisenbank Wegenstettertal, a successful and locally oriented bank in Fricktal, we are looking for a personality as a Private Client Advisor Individual (f/m/d) to strengthen our team.

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What awaits you? ##

  • Identifying and exploiting customer potential through active and continuous management of the personal client 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 by 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
  • Participation 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 equivalent training with experience in banking business
  • Sound specialist knowledge in the areas of financing, investing and retirement planning
  • Enjoyment of customer contact with a high level of service orientation and good communication skills
  • Flexibility and teamwork skills
  • Independent, responsible and goal-oriented way of working

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Posted 7 weeks ago

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