Private Individual Client Consultant

Join our team! Banca Raiffeisen Vedeggio Cassarate, an institution strongly rooted in the territory and a point of reference for local clients, is looking for a person with experience, expertise and orientation towards quality of service to strengthen the team dedicated to Private Individual Client Consulting. In this role you will manage a client portfolio independently, offering tailored financial solutions and building authentic relationships based on trust and proximity. With us, it's not just about consulting: it's about listening, understanding and guiding clients in their choices, creating value for them and for the territory, in line with the cooperative principles that distinguish us. Apply now Share What awaits you? ## • Management and development of a private client portfolio with strategic vision • Personalized consulting in the areas of financing, pensions and wealth planning • Professional management of mortgage applications • A solid, collaborative and growth-oriented work environment • Attractive working conditions and benefits • A corporate culture based on quality, trust and cooperation What do you offer? ## • Federal diploma as a bank commerce employee and professional maturity or equivalent training; higher qualifications are a preferred title • SAQ certification - Private Individual Client Consultant • Banking experience in a similar role at Swiss institutions, knowledge of the market and roots in the Vedeggio Cassarate territory are a preferred title • Solid knowledge of the Swiss regulatory and tax context (compliance, taxation, LRD) • Good communication skills, orientation towards quality consulting and strong entrepreneurial spirit • Operational autonomy and attitude towards structured and team work • Alignment with our values