Conseiller/ère clientèle privée — Raiffeisen

Full description

The Bank Raiffeisen Nyon-La Vallée, a booming bank and very well established in the region with 3 agencies, is looking for its/its future/s Private Customer Advisor for its agency in Nyon.

Aufgaben

• Overall advice to private customers and more specifically in the area of mortgage financing, foresight and investment
• Evaluate the creditworthiness of clients and propose solutions tailored to their needs
• Preparation of funding files
• Monitoring throughout the customer life course
• Analysis and exploitation of customer potential through proactive and continuous portfolio monitoring
• Client development through targeted acquisition of new clients
• Representation tasks in the area of activity

Anforderungen

• Strong experience in mortgages, foresight and investment
• 5 years of experience in a similar position in a bank in Switzerland
• SAQ certification would be an asset or commitment to be realized within 3 years
• Good knowledge of the economic fabric of the region
• Excellent relational skills and sense of communication
• Business activity and strong customer orientation
• Dynamic, organized, able to take initiatives while integrating into a team and having a sense of responsibility

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.