Senior private client advisor (f/m/d) — Raiffeisen
NewCHF 85'500 - 129'500
Raiffeisen · Untersiggenthal (AG)
- 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.
- 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.
- Comprehensive, needs-based advice to customers in the areas of financing and investing
- Advising clients on investments, pension schemes, insurance, retirement and tax issues
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