Senior Investment Consultant (m/f/d)

Raiffeisen is the second largest banking Group in Switzerland and is a leader in the retail sector. A unique banking reality, where values and ambitions merge.

Senior Investment Consultant (m/f/d)

What awaits you?

• Contact person for the Raiffeisen Banks of Italian Switzerland for investment-related matters, including services, solutions and advisory tools, as well as for all development initiatives promoted by the Group
• Provides competent and specialized advice and supports the Raiffeisen Banks in the development of private clients on the topic of "Investments"
• Provides competent and timely support regarding news concerning Raiffeisen Group investment solutions and processes and on general financial market information
• Implements the Group strategy in collaboration with the investment managers of the Raiffeisen Banks, actively promoting the Group's "Investment Philosophy and Policy"
• Organizes, animates and conducts meetings for exchanging experiences with the investment consultants of the Raiffeisen Banks, prepares and conducts training courses on the topic of "Investments" for the consultants of the Raiffeisen Banks and makes themselves available for events or roadshows aimed at clients

What do you offer?

• University-level education (university or university of applied sciences, economic or scientific field) or federal diploma in business administration, with specialization in the financial market.
• Several years of consolidated experience as a certified SAQ Wealth Management Advisor investment consultant
• Ability to manage multiple projects simultaneously
• Communicative personality with a strong ability to synthesize and make decisions, organizational skills and autonomy
• Availability to work in teams and strong customer orientation and spirit of initiative
• Flexibility and availability for frequent travel in the Ticino and Moesano region for market coverage and in German-speaking Switzerland at the offices in San Gallo and Zurigo
• Italian language (level C1/C2), with an excellent level of writing and spelling and excellent knowledge of the German language

We offer flexible working models

We care about the work-life balance of our staff. For this reason, we create the prerequisites so that working hours can be structured flexibly, with proposals for mobile work, home office and part-time employment.

We work in a family environment.

Cooperative values are our pillars. Together. One for the other. They characterize our collaboration and our mutual relationships. The culture of "tu" creates personal proximity and peer relationships across all functional levels.

We live diversity and equal opportunities

Within our teams, we promote a diversity of perspectives, experiences and skills. This variety makes us special and contributes decisively to our success.

We live a responsible corporate culture

We prioritize group performance, preferring collective profit sharing over individual bonus payments. This promotes a healthy corporate culture, in which targeted and superior goals are pursued to develop optimal solutions together.

We promote personal and professional development

Continuous learning is part of our culture. We create space for the development of individual specialist and personal skills and support our female and male employees in a targeted manner, with a wide range of internal training and participation in costs for external professional development.

«Living and working healthily» is our program

With our comprehensive «Living and working healthily» offer, we support our female and male employees in finding and maintaining a proper balance between professional and private life in the long term.

Do you have questions?

For questions regarding the content of the position:

Fabio Casadei
Responsabile pianificazione finanziaria e Investimenti
+41 (91) 8215011

For questions regarding the application process:

Ana Olmo
Recruiting Partner
+41 (71) 2258340

Who we are

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