Financial planner (f/m/d) — Raiffeisen
NewCHF 69'500 - 106'000
Raiffeisen · Schwyz (SZ)
- Location
- Schwyz
- Contract
- full-time
- Posted
- 2 days ago
SalaryCHF 69'500 - 106'000
Role overview
Raiffeisenbank Rigi with its locations Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and collaborative) and a clear view of the future.
For our offices we are looking for an independent, committed and service-oriented personality as a financial planner: in 80-100%.
- Raiffeisenbank Rigi with its locations Küssnacht, Goldau, Schwyz, Brunnen and Illgau is a successful and regionally oriented bank with lived values (focused, committed, authentic and collaborative) and a clear view of the future.
- For our offices we are looking for an independent, committed and service-oriented personality as a financial planner: in 80-100%.
- Implementation of comprehensive financial and pension planning
- Development of needs-based solutions that take into account the individual needs, goals, wishes and life situations of the customers
Main responsibilities
- Implementation of comprehensive financial and pension planning
- Development of needs-based solutions that take into account the individual needs, goals, wishes and life situations of the customers
- Assist and support our consultants in the active implementation of the defined measures
- Identifying potential and cross-selling opportunities from financial planning
- Participate in customer events and support our sales staff with expertise Requirements Completed banking training
- Financial advisor or financial planner training or equivalent
- Years of experience in the financial services sector
- Customer and sales-oriented personality with acquisition skills
- Independent and goal-oriented working method as well as pleasure in customer contact Motivated and Dynamic Personality
- Communication-strong, flexible and resilient person We offer:
Additional details
- Participate in customer events and support our sales staff with expertise Completed banking training
- Independent and goal-oriented working method as well as pleasure in customer contact Motivated and Dynamic Personality
- Communication-strong, flexible and resilient person
Notes and original content
- Participate in customer events and support our sales staff with expertise
- Requirements
- Completed banking training
- Independent and goal-oriented working method as well as pleasure in customer contact
- Motivated and Dynamic Personality
