Senior Wealth Manager (w/m/d)

Success arises where competence meets genuine proximity. As a regionally anchored and independent cooperative bank, we sustainably accompany our customers on their financial journey with personal advice and modern financial solutions.

Our seven-member wealth management team manages demanding client portfolios in an economically strong and attractive market area and actively shapes the successful further development of our investment and pension business.

To strengthen our team, we are looking for an experienced personality with a passion for wealth management and the ambition to sustainably develop client relationships, starting immediately or by arrangement.

Senior Wealth Manager (w/m/d)

What awaits you?

• You manage and develop your own client portfolio of wealthy private clients and accompany them in all financial life situations.
• You recognize potentials in the areas of investing, pension planning, and financing and develop needs-based solutions from them.
• You actively acquire new customers, maintain your network, and represent the bank at events and client functions.
• You observe developments in the financial markets and specifically contribute your expertise to advisory services and internal knowledge transfer.
• You work across departments and actively help shape the further development of our investment and pension business.

What do you bring with you?

• Several years of professional experience in the holistic advisory of wealthy private clients
• Sound specialist knowledge in the areas of investing, pension planning, and financing
• Banking-related training/further education at tertiary level
• Strong customer and service orientation as well as joy in building long-term client relationships
• Winning personality with high initiative, entrepreneurial thinking, and a confident appearance

We provide space for initiative and co-creation

We invite our employees to actively shape their work and take on responsibility. This creates varied tasks that create real added value – for all those who want to make a difference.

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 training.

We maintain a family-like environment

The cooperative values are our pillars: Together. For one another. They shape our cooperation and our interaction with each other. The "Du" culture creates personal proximity and equality across all functional levels.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties, and above-average pension schemes.

We promote the compatibility of family and career

We support families. Therefore, we create an environment in which family and career can be reconciled in the best possible way, for example through part-time work, generous parental leave, or the payment of a voluntary family allowance*.

*provided that the ordinary (cantonal) family allowances are received via the Raiffeisen family compensation fund.

Do you have questions?

For content-related questions regarding the position:

Denise Moore
Team Leader Wealth Management

For questions regarding the application process:

Lara Russ
HR Manager

We look forward to your online application

About us

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