Asset consultant — Raiffeisen
CHF 49'500 - 75'000
Raiffeisen · Savosa (TI)
- Location
- Savosa
- Contract
- full-time
- Posted
- 399 days ago
SalaryCHF 49'500 - 75'000
Role overview
For our Bank we are looking for a motivated collaborator/trainer to strengthen our team in Savosa.
- For our Bank we are looking for a motivated collaborator/trainer to strengthen our team in Savosa.
- Analyzes customer needs and identifies their potential by actively assisting them
- It has technical expertise in financial advice, retirement and succession
- Requirements - diploma of employee of commerce, preferably bank branch and professional maturity or equivalent title Good digital knowledge and package office Fingering of national languages
Main responsibilities
- Analyzes customer needs and identifies their potential by actively assisting them
- It has technical expertise in financial advice, retirement and succession
- Elabora solutions commensurate with the needs in the field of the supply of services and products specific to the segment (including basic solutions and insurance)
- It supports and provides customer advice in a comprehensive manner on financial issues ("Financial coach")
- It promotes internal and external intermediation activities
- Experience in the field, certification SAQ "CERT Wealth Management Advisor" and domicile in Luganese will constitute a preferential criterion
- What we offer Our collaborators and employees can buy up to two additional weeks of holiday per year, as well as ordinary days of holiday.
Key requirements
- Requirements - diploma of employee of commerce, preferably bank branch and professional maturity or equivalent title Good digital knowledge and package office Fingering of national languages
Additional details
- Requirements - diploma of employee of commerce, preferably bank branch and professional maturity or equivalent title Good digital knowledge and package office Fingering of national languages
Notes and original content
- Requirements - diploma of employee of commerce, preferably bank branch and professional maturity or equivalent title
- Good digital knowledge and package office
- Fingering of national languages
