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Wealth Manager - Succession Planning

Raiffeisen Schweiz

Employment type
Full-time
Workload
100%
Location
Einsiedeln
Languages
German, German
First posted
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Become part of our team!

Do you want to work where quality, humanity and progress are at the center?

Due to an upcoming retirement, Raiffeisenbank Einsiedeln-Ybrig is looking for a committed, service- and sales-oriented personality as a Wealth Manager.

Application questions instead of a cover letter

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What awaits you? ##

  • Gradual takeover of an existing client base
  • Identifying and exploiting customer potential through active and continuous management of the existing client portfolio
  • Ensuring competent and holistic wealth management (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 client portfolio

What do you bring with you? ##

  • Customer-oriented and passionate advisory personality with a winning manner
  • Sound professional knowledge of and great interest in financial markets and financial products
  • Advisory and sales experience with high-net-worth clients and a convincing track record
  • Independent, committed and goal-oriented way of working as well as enjoyment of customer contact

Automatically translated from the original.

Posted 6 days ago

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