Conseiller(ère) en gestion de fortune & prévoyance (f/h) — Raiffeisen
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Full description
Joining the Raiffeisen Bank in Monthey is evolving within a modern, human-sized structure where proximity, team spirit and co-operative values guide our daily work.Want to take on a new challenge and actively contribute to the development of our wealth management activity? We look forward to meeting you. Aufgaben: • Manage, retain and develop a client portfolio through personalized support and the acquisition of new relationships. • Provide comprehensive advice on investment, foresight, retirement and heritage planning. • Develop and implement investment strategies tailored to the profile, objectives and needs of each client. • Develop solutions tailored to the needs of clients and encourage the adoption of digital services. • Contribute to the development and dissemination of wealth management activities through prospecting and representation. Anforderungen: • Full banking training (banking CFC or equivalent), with CWMA SAQ certification or willing to obtain it as part of the function. • Federal patent, advanced training or specialization in heritage management, an asset. • Experience confirmed in wealth management or investment advice • Strong foresight skills and ability to adopt a comprehensive heritage approach. • Entrepreneurial personality, autonomous and oriented solutions. • Strong business spirit and knowledge of the local economic fabric. • Home in Switzerland, ideally in Chablais. 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.
Job details
- Company: Raiffeisen
- Position: Conseiller(ère) en gestion de fortune & prévoyance (f/h)
- Location: Monthey, Valais
- Salary: CHF 86'500 - 120'500 (source unverified)
- Sector: Sanità / Ospedali
- Posted on: 2026-09-03
- Expired on: 2026-10-03
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