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Customer Advisor Private Clients Individual (f/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Ebikon
First posted
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Become part of our team!

For Raiffeisenbank Luzern, a successful and locally oriented bank with branches in Luzern, Ebikon, Root and Littau, we are looking for a personality as Customer Advisor/in Private Clients Individual.

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What awaits you? ##

  • Comprehensive, needs-oriented advice for our customers in all credit matters in the mortgage sector as well as on the topic of investments.
  • Advising our customers on questions of pension, protection, retirement and taxes
  • Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
  • Development of 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
  • Expansion of the existing customer base through targeted acquisition of new customers
  • Participation in market development measures and undertaking representative tasks

What do you bring with you? ##

  • Completed banking training or comparable training
  • Experience in the areas of credit advice (mortgages) and investment advice
  • Further education in the banking or financial sector
  • Enjoyment of customer contact and communication with our customers on all channels
  • Strong customer- and service-oriented thinking and acting
  • Independent and responsible way of working
  • You are proactive, open, flexible and humorous

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Posted 7 weeks ago

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