Senior Wealth Advisor Financing
- Employment type
- Full-time
- Location
- Cham
- Company
- Raiffeisenbank Cham-Steinhausen, Sinserstrasse 1, 6330 Cham
- First posted
Senior Wealth Advisor Financing (w/m/d)
We, Raiffeisenbank Cham-Steinhausen, are a successful and innovative bank, which is one of the largest Raiffeisen banks in Switzerland. At our locations in Cham, Steinhausen and Mettmenstetten, we employ around 75 employees, of which 5 are apprentices.
We place great importance on a holistic and sustainable consulting of our customers and are looking for a sympathetic, committed and reliable person to complement our team as a Senior Wealth Advisor Financing (w/m/d).
Senior Wealth Advisor Financing (w/m/d)
What can you expect?
Comprehensive, needs-based consulting of customers with a focus on financing
Further development of the existing customer base
Creation of customer-oriented solution proposals covering the entire consulting and service range, including internal bank specialists (occupational pension planning, inheritance planning, etc.)
Identification and exploitation of customer potential
Collaboration on market development measures and performance of representative tasks
What do you bring?
Completed banking training and further education in banking or finance
In-depth experience in the area of credit consulting for private customers
Sales-oriented and customer-oriented personality with a high willingness to provide services
Strong communication skills, negotiation security
Team-oriented and entrepreneurial action
We cultivate a family-friendly environment
The cooperative values are our cornerstone: Miteinander. Füreinander. They shape our cooperation and our interaction with each other. The Du-culture creates personal closeness and eye-level across all functional levels.
We offer flexible working models
The work-life balance of our employees is important to us. That's why we create the conditions for flexible design of working hours - with offers for mobile working, home office and part-time employment.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual technical and personal development and support our employees in a targeted manner - with a diverse range of internal training programs and cost sharing for external further education.
We provide space for initiative and co-design
We invite our employees to actively shape their work and take responsibility. This creates varied tasks that create real added value - for all those who want to make a difference.
Do you have questions?
For content-related questions about the position:
Team Leader Wealth Consulting
+41 (41) 7850541
For questions about the application process:
Luthiger
Leadership Support
+41 (41) 7850577
We look forward to your online application
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Posted 1 week ago