Customer consultant Private clients Individual (f/m/d) — Raiffeisen
- Location
- Ebikon
- Contract
- full-time
- Posted
- 16 days ago
Role overview
For Raiffeisenbank Lucerne , a successful and locally oriented bank with offices in Lucerne, Ebikon, Root and Littau, we are looking for a personality as a customer consultant.
- For Raiffeisenbank Lucerne , a successful and locally oriented bank with offices in Lucerne, Ebikon, Root and Littau, we are looking for a personality as a customer consultant.
- Comprehensive, needs-oriented advice to our customers on all credit issues in the mortgage sector as well as on the subject of investments.
- Advising our customers on pensions, insurance, retirement and taxes
Main responsibilities
- Comprehensive, needs-oriented advice to our customers on all credit issues in the mortgage sector as well as on the subject of investments.
- Advising our customers on pensions, insurance, retirement and taxes
- Recognizing and exploiting the customer potential through active and continuous support of the personal customer portfolio
- Development of needs-based solutions taking into account the individual needs, wishes, goals and living situation of the customers as well as within the segment-specific product range
- Expansion of the existing customer base through targeted acquisition of new customers
- Cooperation in market development measures and performance of representative tasks Requirements
- Completed banking training or similar training
- Experience in credit advice (mortgage) and investment advice Banking and finance training
- Enjoy customer contact and communication with our customers on all channels
- Strong customer- and service-oriented thinking and action
Additional details
- Experience in credit advice (mortgage) and investment advice Banking and finance training
Notes and original content
- Experience in credit advice (mortgage) and investment advice
- Banking and finance training
Questions about this listing
What salary does Raiffeisen offer for this role?
Raiffeisen lists CHF 69'500 - 106'000 gross per year for this position in Ebikon. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Raiffeisen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Raiffeisen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Lucerne?
EU/EFTA residents living in the border zone of the country adjoining Canton Lucerne can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Lucerne's cantonal migration office or with HR during the application.
How do I apply for this position at Raiffeisen?
Use the "Apply now" button on this page — it links directly to Raiffeisen's original listing at jobs.raiffeisen.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.