Conseiller-ère clientèle placement junior — Raiffeisen

Full description

Are you passionate about financial markets, foresight and customer advice? Do you want to develop your expertise in the world of placements in a regional bank known for its proximity, professionalism and the quality of its relationships?

Aufgaben

• Advise and support a private clientele in the areas of investment, foresight and wealth creation, following a holistic and personalized approach of advice.
• Analyze customer needs and develop, in collaboration with banking specialists, tailored solutions with high added value.
• Develop, retain and value a portfolio of existing clients while contributing to the acquisition of new business relationships.
• Support client advisors placement in preparation, follow-up of advisory activities and administrative tasks.
• Actively participate in customer events and networking activities to enhance the Bank's visibility, proximity and local anchoring.
• Ensure compliance with regulatory requirements, internal directives, compliance standards and existing investment advisory rules.
• Ensure continuous monitoring of financial markets, investment products and regulatory developments.
• Contribute, through quality support and solutions-oriented approach, to the satisfaction and financial success of our clients.

Anforderungen

• Completed banking training or equivalent training.
• First successful experience in investment banking.
• Interest in financial markets, investments, foresight, taxation and estate issues.
• SAQ certification acquired or will obtain it in the short term.
• Excellent relational skills, sense of service and pronounced customer orientation.
• An active role in the development of sustainable business relations and a taste for exploration.
• Spirit of analysis, ability to understand heritage situations and identify client needs.
• A committed, proactive and results-oriented person.
• Good organizational skills and great rigour in performing tasks.

Wir bieten

Co-operative values are our pillars. Together. For each other. They shape how we work together and behave toward each other. The culture of mentoring promotes personal proximity and exchanges on an equal footing at all levels of function.