Wealth Manager - Succession Planning

Wealth Manager - Succession Planning Do you want to work where quality, humanity, and progress are at the center? Raiffeisenbank Einsiedeln-Ybrig is looking for a committed, service- and sales-oriented personality as a Wealth Manager due to an upcoming retirement. Wealth Manager - Succession Planning What awaits you? Step-by-step takeover of an existing customer base Recognizing and exploiting customer potential through active and continuous management of the existing customer portfolio Ensuring competent and holistic wealth advice (investing, financing, and retirement planning) Through cross-departmental cooperation as well as targeted acquisition of new customers, you will contribute significantly to the expansion of our existing customer portfolio What do you bring with you? Customer-oriented and passionate advisory personality with a winning appearance Sound professional knowledge of and great interest in financial markets and financial products Advisory and sales experience with wealthy clients and a convincing track record Independent, committed, and goal-oriented way of working We maintain a family-like environment Cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The Du-culture creates personal proximity and equality across all functional levels. We live diversity and equal opportunity We promote the different perspectives, experiences, and competencies in our teams. Because this diversity makes us special and contributes decisively to our success. 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 offer attractive conditions and social benefits Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties, as well as above-average retirement provision. Do you have questions? For content-related questions about the position: Head of Wealth Management +41 (55) 418 46 34 For questions about the application process: Kalt Management Office employee +41 (55) 418 46 62 We look forward to your online application About us jpid6fc8d9ejm jit0832jm jiy26jm