Investment client advisor (f/m/d) — Raiffeisen
- Location
- Sarnen
- Contract
- full-time
- Posted
- 5 days ago
Role overview
Raiffeisenbank Obwalden is looking for a person who will approach the interesting activities in investment client consulting with enthusiasm and recognize and work on the comprehensive needs of the customer.
- Raiffeisenbank Obwalden is looking for a person who will approach the interesting activities in investment client consulting with enthusiasm and recognize and work on the comprehensive needs of the customer.
- Ongoing customer support, expansion of the existing customer portfolio and acquisition of new customers
- Development of needs-based solutions, tailored to the individual needs, wishes, goals and life situations of the customer
Main responsibilities
- Ongoing customer support, expansion of the existing customer portfolio and acquisition of new customers
- Development of needs-based solutions, tailored to the individual needs, wishes, goals and life situations of the customer
- Ensuring competent, holistic asset advisory services and development opportunities
- Cooperation in target group-specific market development measures such as campaigns, events and representative tasks
- An experienced, established and motivated team that can have a say and also has humor Requirements Completed banking training
- Advantageous further training in banking or finance A communicative, committed and enthusiastic kind Empathic manners and networked thinking We offer:
- Cooperative values are our fundamental pillars: togetherness.
- For each other.
- They shape our cooperation and our interaction with each other.
- The Du culture creates personal closeness and eye level across all functional levels.
Additional details
- An experienced, established and motivated team that can have a say and also has humor Completed banking training
- Advantageous further training in banking or finance A communicative, committed and enthusiastic kind Empathic manners and networked thinking
Notes and original content
- An experienced, established and motivated team that can have a say and also has humor
- Requirements
- Completed banking training
- Advantageous further training in banking or finance
- A communicative, committed and enthusiastic kind
- Empathic manners and networked thinking
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 69'500 - 106'000 gross per year for this position in Sarnen. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Raiffeisen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Raiffeisen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Obwalden?
EU/EFTA residents living in the border zone of the country adjoining Canton Obwalden can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Obwalden's cantonal migration office or with HR during the application.
How do I apply for this position at Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at jobs.raiffeisen.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
