Private Client Advisor

Private Client Advisor (m/f/d) For Raiffeisenbank Kelleramt-Albis, a successful and locally oriented bank with its headquarters in Oberlunkhofen and a branch in Affoltern am Albis, we are looking for a personality as a Private Client Advisor. Private Client Advisor (m/f/d) What awaits you? Recognizing and exploiting customer potential through active and continuous support of the personal client portfolio Ensuring competent advice on financing matters (housing) as well as standardized advice in the areas of investing and retirement planning Developing needs-based solutions taking into account the individual needs, wishes, goals, and life situation of the customers as well as within the framework of the segment-specific product range Expanding the existing customer base through targeted acquisition of new customers Participation in target group-specific market development measures such as contact campaigns, events, and representative tasks What do you bring with you? Completed banking training or comparable training as well as completed further education in the financial sector In-depth specialist knowledge in the areas of investing, retirement planning, and financing Good communication skills, high social competence, teamwork skills, and flexibility Dynamic, entrepreneurial way of working with a strong customer and sales orientation Enjoyment of proactive customer contact Solution-oriented negotiation skills with closing strength We maintain a family-like environment The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The "Du" culture (informal addressing) creates personal proximity and equality across all functional levels. We live diversity and equal opportunity We promote the different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes decisively to our success. We promote personal and professional development Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external further education. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages on banking products, various shopping discounts with third parties, as well as above-average retirement provision. Do you have questions? For content-related questions about the position: Raiffeisenbank Kelleramt-Albis Head of Private Clients Write an email (<>) For questions about the application process: We look forward to your online application About us jpid7d51125jm jit0729jm jiy26jm