Investment Client Advisor (f/m/d) — Raiffeisen
CHF 69'500 - 106'000
Raiffeisen · Sarnen (OW)
- Location
- Sarnen
- Contract
- full-time
- Posted
- 30 days ago
SalaryCHF 69'500 - 106'000
Role overview
Raiffeisenbank Obwalden is looking for a person who is interested in the interesting activities in the investment customer consulting with enthusiasm and who recognizes and handles the comprehensive needs of the clientele.
- Raiffeisenbank Obwalden is looking for a person who is interested in the interesting activities in the investment customer consulting with enthusiasm and who recognizes and handles the comprehensive needs of the clientele.
- Continuous customer support, expansion of the existing customer portfolio and acquisition of new customers
- Development of solutions tailored to the needs of the individual, wishes, goals and life situations of the clientele
Main responsibilities
- Continuous customer support, expansion of the existing customer portfolio and acquisition of new customers
- Development of solutions tailored to the needs of the individual, wishes, goals and life situations of the clientele
- Ensure competent, holistic asset consulting and development opportunities
- Cooperation in target group-specific market processing measures such as campaigns, occasions and representative tasks
- An experienced, motivated and motivated team that can play a part and has a sense of humour Requirements: Completed banking training Training in banking or finance A communicative, committed and enthusiastic kind Empathic manners and connected thinking
- We offer: The cooperative values are our cornerstones: together.
- 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, motivated and motivated team that can play a part and has a sense of humour Completed banking training Training in banking or finance A communicative, committed and enthusiastic kind Empathic manners and connected thinking
Notes and original content
- An experienced, motivated and motivated team that can play a part and has a sense of humour
- Requirements:
- Completed banking training
- Training in banking or finance
- A communicative, committed and enthusiastic kind
- Empathic manners and connected thinking
