Private individual client advisor
- Employment type
- Full-time
- Location
- Poschiavo
- First posted
Join our team!
To strengthen the team of Banca Raiffeisen Valposchiavo, a successful bank oriented towards the local clientele and rooted in the territory, we are looking for an experienced, flexible and dynamic person as a private individual client advisor.
In this function you will autonomously manage a client portfolio in the mortgage sector, offer tailor-made financial solutions with an orientation towards service quality and you will be able to establish solid relationships of trust and collaboration.
candidarsi ora Condividi
What awaits you? ##
• Responsibility for the compliant management according to the strategy and the development of your own client portfolio in the private individual client segment
• Personalized and needs-oriented advice for private individual clients in the areas of financing, pension and wealth planning
• Recognition and development of client potential through continuous active advice and expansion of the existing clientele through targeted acquisition of new clients in the private individual client segment
• Professional management of mortgage files
• Development of solutions commensurate with the needs of the individual client
• Interesting working conditions
What do you offer? ##
• Diploma as a commercial employee, preferably banking branch
• SAQ certification -individual client advisor- and several years of experience in the financial services sector constitute a preferential criterion
• Enterprising, dynamic personality, good communication skills and strong organizational skills
• Proactive attitude and orientation towards quality advice, flexibility, spirit of initiative and predisposition to teamwork
• Good knowledge of national languages, in particular spoken and written German
• Enthusiasm and flexibility
• Affinity for digitalization
Automatically translated from the original.
Posted 2 weeks ago