Wealth Manager - Succession Planning
- Employment type
- Full-time
- Workload
- 100%
- Location
- Einsiedeln
- Languages
- German, German
- First posted
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
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Posted 6 days ago