Private Client Advisor (a)
- Employment type
- Full-time
- Location
- Chur
- First posted
Become part of our team!
For Raiffeisenbank Bündner Rheintal, we are looking for a committed and entrepreneurial personality as a Private Client Advisor (a) who wants to actively participate in our success story. With our headquarters in Chur and the branches in Bonaduz, Domat/Ems, Landquart, Trimmis, Untervaz and Zizers, we live the proximity to our customers and want to drive the successful development of our bank in the Bündner Rheintal.
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What awaits you? ##
• Comprehensive, needs-based advice for customers, with a focus on residential construction financing and pension provision
• Development of needs-based financing solutions taking into account the individual needs, wishes, goals and life situations of our customers
• Creation of financing templates
• Customer approach on the topics of investing and securing, with the goal of referral
• Proactive, continuous support and development of your own client portfolio
• Expansion of the existing client base through targeted acquisition of new customers
• Referral of pension and estate planning as well as insurance
• Targeted implementation of sales and market development measures and performance of representative tasks
What do you bring with you? ##
• Banking training and/or further education in banking and finance
• Practical experience and sound specialist knowledge in the areas of financing, pension provision, investing and securing
• Enjoyment of proactive customer contact
• Open, communicative and uncomplicated interaction with customers
• Sympathetic, confident and credible appearance
• Solution-oriented negotiation skills with closing strength
• Performance-oriented and flexible personality with a high degree of independence as well as teamwork skills
• Networked in the region
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Posted 5 days ago