Financial Advisor

Financial Advisor For Banque Raiffeisen Mont-Orbe, a dynamic and locally well-established institution with branches in Montagny-près-Yverdon, Sainte-Croix, Orbe and Vallorbe, we are looking for a new colleague to strengthen our current team. As part of the creation of this position, we wish to integrate an additional financial advisor who will accompany our development and respond to the growing demand of our clients. Financial Advisor What awaits you? *Takeover and development of a client portfolio *Advice on mortgage financing for private clients in our area of activity *Analysis, preparation and assembly of financing applications *Global advice on provident solutions, insurance coverage, retirement and taxation *Retention of existing clients by maintaining a high level of portfolio monitoring *Prospecting the market for the purpose of acquiring new clients and representation tasks (campaigns, events, etc.) *Intermediation between the different internal segments within our institution. What do you bring? *Completed banking or higher education, supplemented by specific advisory modules *3 years of experience in a similar position in a Swiss bank are essential *Solid experience in the field of providence is desired *Analytical mind and ability to justify and defend decisions *Good relational ease *Very good organization, constant concern for respecting deadlines and high quality standards *Sense of responsibility, versatility and excellent team spirit to promote group work dynamics We leave room for personal initiative and give meaning to our work We invite our colleagues to actively shape their work and take on responsibilities. This results in varied tasks that create real added value – for all people who want to make a difference. We encourage personal and professional development Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every one, and support our colleagues in a targeted manner, thanks to a varied range of internal training and participation in external further education costs. We work in a convivial environment Cooperative values are our pillars. Together. For each other. They shape our way of collaborating and behaving towards each other. The culture of familiarity promotes personal closeness and equal exchange at all levels of function. We offer the possibility of purchasing additional vacation weeks In addition to regular vacation days, our colleagues can take up to two additional weeks of vacation per year. Do you have questions? For questions about the job content: Rodriguez Financial Advisory Manager Write an email (<>) For questions about the application process: Léa Beuret HR Manager Write an email (<>) We look forward to your online application About us jpidb603b21jm jit0625jm jiy26jm