Private Client Advisor (m/f/d) — Raiffeisen
CHF 62'000 - 94'000
Raiffeisen · Gebenstorf (AG)
- Location
- Gebenstorf
- Contract
- full-time
- Posted
- 23 days ago
SalaryCHF 62'000 - 94'000
Role overview
Are you looking for a varied job where you can make a difference with your 40 or so work colleagues?
Then come to Raiffeisenbank Wasserschloss - a successful, locally anchored bank with branches in Gibstorf, Windisch and Brugg!
Whether full-time or part-time, with us you will find the perfect balance between work and free time.
- Are you looking for a varied job where you can make a difference with your 40 or so work colleagues?
- Then come to Raiffeisenbank Wasserschloss - a successful, locally anchored bank with branches in Gibstorf, Windisch and Brugg!
- Recognizing and exploiting customer potential through active and continuous management of the personal customer portfolio with a focus on financing
- Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and provision
- Our employees benefit from exclusive advantages for banking products, various purchasing discounts from third parties and above-average retirement provision.
Main responsibilities
- Recognizing and exploiting customer potential through active and continuous management of the personal customer portfolio with a focus on financing
- Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and provision
- Expansion of an existing customer base through targeted acquisition of new customers
- Active participation in market development measures such as contact campaigns, customer events and representative tasks Requirements:
- Completed banking training and/or further training in banking or finance
- Certification as an individual customer advisor (SAQ) is an advantage
- Experience in advising and processing financing as well as managing a personal customer portfolio
- Enthusiasm and in-depth specialist knowledge in the area of “financing” as well as knowledge in the areas of “investing” and “provision”
- Strong sales and customer orientation with convincing communication skills
- Dynamic, entrepreneurial personality with a winning demeanor, connection to the region is an advantage We offer:
What the company offers
- Our employees benefit from exclusive advantages for banking products, various purchasing discounts from third parties and above-average retirement provision.
Additional details
- Active participation in market development measures such as contact campaigns, customer events and representative tasks
- Dynamic, entrepreneurial personality with a winning demeanor, connection to the region is an advantage
Notes and original content
- Requirements:
