Funding Advisor/Era — Raiffeisen
CHF 60'500 - 91'500
Raiffeisen · Montagny-près-Yverdon (VD)
- Location
- Montagny-près-Yverdon
- Contract
- full-time
- Posted
- 25 days ago
SalaryCHF 60'500 - 91'500
Role overview
For the Bank Raiffeisen Mont-Aubert Orbe , a dynamic and well-established local establishment with agencies in Montagny-near Yverdon, Sainte-Croix, Orbe and Vallorbe, we are looking for a new collaborator or a new collaborator to strengthen our current team.
As part of the creation of this position, we want to integrate an additional funding advisor, who will accompany our development and respond to a growing demand from our clients. Aufgaben:
Recovery and development of a client portfolio
- For the Bank Raiffeisen Mont-Aubert Orbe , a dynamic and well-established local establishment with agencies in Montagny-near Yverdon, Sainte-Croix, Orbe and Vallorbe, we are looking for a new collaborator or a new collaborator to strengthen our current team.
- As part of the creation of this position, we want to integrate an additional funding advisor, who will accompany our development and respond to a growing demand from our clients. Aufgaben:
- We invite our employees to actively shape their work and assume responsibilities.
- The result is a variety of tasks that create real added value – for all people who want to move things.
Main responsibilities
- We invite our employees to actively shape their work and assume responsibilities.
- The result is a variety of tasks that create real added value – for all people who want to move things.
Application process
- Analysis, preparation and assembly of funding applications
- Global advice on pension, insurance, pension and taxation solutions
- Adherence of existing customers by maintaining a high degree of monitoring of the portfolio
- Market prospect for the acquisition of new customers and representation tasks (campaigns, events, etc.)
- Intermediation between the various internal segments within our institution. Anforderungen:
- Completed banking or higher education, supplemented by specific advisory modules
- 3 years of experience at a similar post in a Swiss bank are essential
- Strong experience in the field of desired foresight
Company and context
- Very good organization, constant focus on timeliness and high quality standards
- A sense of responsibility, versatility and excellent team spirit to foster a dynamic group work
Additional details
- As part of the creation of this position, we want to integrate an additional funding advisor, who will accompany our development and respond to a growing demand from our clients.
- Intermediation between the various internal segments within our institution.
- Spirit of analysis and ability to justify and defend decisions Good relational ease
Notes and original content
- Anforderungen:
- Spirit of analysis and ability to justify and defend decisions
- Good relational ease
- Wir bieten:
