Wealth Management & Pension Advisor (m/f)

Join our team!

Joining Banque Raiffeisen de Monthey means evolving within a modern and human-sized structure, where proximity, team spirit, and cooperative values guide our daily actions.
You want to take on a new challenge and actively contribute to the development of our wealth management business? We look forward to meeting you.

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What awaits you? ##

• Manage, retain, and develop a client portfolio through personalized support and the acquisition of new relationships.
• Offer global advice regarding investment, pension, retirement, and estate planning.
• Develop and implement investment strategies adapted to the profile, objectives, and needs of each client.
• Develop solutions adapted to client needs and promote the adoption of digital services.
• Contribute to the development and influence of the wealth management business through prospecting and representation actions.

What do you bring? ##

• Complete banking training (banking CFC or a degree deemed equivalent), accompanied by SAQ CWMA certification or willing to obtain it as part of the role.
• Federal diploma, higher education, or specialization in wealth management, an asset.
• Proven experience in wealth management or investment advisory.
• Solid skills in pension planning and the ability to adopt a global approach to wealth.
• Enterprising, autonomous, and solution-oriented personality.
• Strong commercial spirit and knowledge of the local economic fabric.
• Residing in Switzerland, ideally in Chablais.