Private Client Advisor (m/f/d) — Raiffeisen
CHF 73'500 - 111'500
Raiffeisen · Wald ZH (ZH)
- Location
- Wald ZH
- Contract
- full-time
- Posted
- 73 days ago
SalaryCHF 73'500 - 111'500
Role overview
At Raiffeisenbank am Ricken, people are at the centre of attention – our customers as well as our employees.
We meet them with trust and take their concerns seriously.
This is how we create space for partnership-based and individual solutions that offer real added value – today and tomorrow.
- At Raiffeisenbank am Ricken, people are at the centre of attention – our customers as well as our employees.
- We meet them with trust and take their concerns seriously.
- Identifying and exploiting the customer potential through active and continuous support of the personal customer portfolio
- Ensure competent and holistic advice on all financial issues (financing, investing, pension provision, saving)
Main responsibilities
- Identifying and exploiting the customer potential through active and continuous support of the personal customer portfolio
- Ensure competent and holistic advice on all financial issues (financing, investing, pension provision, saving)
- Development of solutions that meet the needs of the clientele, including individual needs, wishes, goals and living conditions
- Active expansion of the bank's existing customer portfolio through targeted new customer search
- Cooperation in target group-specific Mark processing measures such as contact campaigns, customer events and representative tasks
- To bring in our own ideas and impulses for the further development and co-design of our bank Requirements:
- Completed banking training and further training in banking or finance (e.g. financial planner with Eidg. FA)
- Multi-annual experience in private customer consulting
- Very good knowledge in the areas of financing, investment and provisioning
- Safe appearance and very good communication skills
Additional details
- To bring in our own ideas and impulses for the further development and co-design of our bank
- Completed banking training and further training in banking or finance (e.g. financial planner with Eidg.
Notes and original content
- Requirements:
