Senior private client advisor (f/m/d) — Raiffeisen

NewCHF 85'500 - 129'500
Raiffeisen · Untersiggenthal (AG)
Categoria: Sanità / Ospedali Contratto: full-time Salario: CHF 85'500 - 129'500
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Location
Untersiggenthal
Contract
full-time
Posted
2 days ago
SalaryCHF 85'500 - 129'500

Role overview

We – Raiffeisenbank Siggenthal-Würenlingen – are close to the people and strong in the region.

At our three locations in Nussbaumen, Untersiggenthal and Würenlingen, we combine personal advice with a modern banking experience.

As hostess, we create spaces in which our customers feel comfortable and banking is experienced simply, humanely and authentically.

Main responsibilities

  • Comprehensive, needs-based advice to customers in the areas of financing and investing
  • Advising clients on investments, pension schemes, insurance, retirement and tax issues
  • Recognizing and exploiting customer potential through active and continuous customer portfolio support
  • Expansion of the existing customer base through targeted acquisition of new customers
  • Cooperation in market development measures and performance of representative tasks Requirements
  • Completed banking training (possibly further training in banking or finance)
  • Several years of experience in the field of credit (mortgage) and investment advice We offer:
  • The work-life balance of our employees is important to us.
  • That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work.

Additional details

  • Cooperation in market development measures and performance of representative tasks
  • Several years of experience in the field of credit (mortgage) and investment advice

Notes and original content

  • Requirements
Apply now
Company
Raiffeisen · Untersiggenthal
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