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Senior Private Client Advisor (w/m/d)

Raiffeisen Schweiz

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

Raiffeisenbank Wasseramt-Buchsi is a successful and locally anchored bank with locations in Derendingen, Herzogenbuchsee and Zuchwil. Our values - competent, close and personal - we live daily in contact with our customers as well as in teamwork.

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What awaits you? ##

  • You manage your own client portfolio in the PKI segment and contribute to potential identification and exploitation through effective and efficient sales activity
  • 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 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, especially 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 acting
  • Sympathetic and winning appearance as well as good communication skills and enjoyment of customer contact
  • Local anchoring in the region

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Posted 7 weeks ago

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