Wealth Advisor (w/m/d)

Become part of our team!

Raiffeisenbank Neukirch-Romanshorn, a successful and locally oriented bank with branches in Neukirch (Egnach) and Romanshorn, is looking for a qualified personality as a wealth advisor to provide support.

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What awaits you? ##

• Continuous support of existing customers and systematic exploitation of recognized potential along the themes of investing, retirement planning, and financing
• Expansion of the existing customer base through targeted acquisition of new customers
• Ensuring competent advice and holistic wealth management
• Development of needs-based solutions taking into account the individual needs, wishes, goals, and life situations of customers within the framework of the segment-specific product and service offering
• Collaboration on target group-specific market development measures such as contact campaigns, events, and representative tasks

What do you bring with you? ##

• Completed banking training with further training in the banking or finance sector
• Several years of experience in the financial services sector
• Good knowledge of the topics of financing and retirement planning as well as in-depth knowledge in the area of investing
• Strong service-oriented thinking with closing-oriented action
• Sympathetic, winning, and competent appearance with a strong customer and service orientation
• Independent and goal-oriented way of working as well as enjoyment of intensive customer contact
• Networking in the region is an advantage