Private Client Advisor
- Employment type
- Full-time
- Location
- Oberlunkhofen
- Company
- Raiffeisenbank Kelleramt-Albis, Zürcherstrasse 1, 8917 Oberlunkhofen
- First posted
Private Client Advisor (w/m/d)
For Raiffeisenbank Kelleramt\-Albis, a successful and locally oriented bank with headquarters in Oberlunkhofen and a branch in Affoltern am Albis, we are looking for a personality as a Private Client Advisor.
Private Client Advisor (w/m/d)
What awaits you?
Recognizing and exploiting customer potential through active and continuous support of the personal client portfolio
Ensuring competent advice on financing issues (housing) as well as standardized advice in the topics of investing and pension planning
Developing solutions tailored to needs by 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, pension 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 creates personal proximity and equality across all functional levels.
We live diversity and equal opportunity
We promote 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 bank products, various shopping discounts with third parties, as well as above-average pension provision.
Do you have questions?
For content-related questions about the position:
Raiffeisenbank Kelleramt\-Albis
Head of Private Clients
Write an e-mail (<>)
For questions about the application process:
We look forward to your online application
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Posted 5 days ago