Private Client Advisor (w/m/d)
- Employment type
- Full-time
- Location
- Oberlunkhofen
- First posted
Become part of our team!
For Raiffeisenbank Kelleramt-Albis, a successful and locally oriented bank with its headquarters in Oberlunkhofen and a branch in Affoltern am Albis, we are looking for a personality as a Private Client Advisor.
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What awaits you? ##
• Recognizing and exploiting customer potential through active and continuous support 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
• Development of needs-based solutions 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 comparable training as well as completed further education in the financial sector
• In-depth specialist knowledge in the areas of investing, retirement planning and financing
• Good communication skills, high social competence, ability to work in a team and flexibility
• Dynamic, entrepreneurial way of working with a strong customer and sales orientation
• Enjoyment of proactive customer contact
• Solution-oriented negotiation skills with closing strength
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Posted 3 days ago