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Private Client Advisor (w/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Oberlunkhofen
First posted
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Become part of our team! For Raiffeisenbank Kelleramt-Albis, a successful and locally oriented bank with headquarters in Oberlunkhofen and a branch in Affoltern am Albis, we are looking for a personality as a Private Client Advisor. Share What awaits you? ## • Identifying and exploiting customer potential through active and continuous support of the personal client portfolio • Ensuring competent advice on financing matters (housing) as well as standardized advice on the topics of investing and retirement planning • Developing solutions tailored to needs by incorporating the individual needs, wishes, goals, and life situation of the customers as well as within the framework of the segment-specific product offering • Expansion of the existing client base through targeted acquisition of new customers • Participation in target-group-specific market development measures such as contact campaigns, events, and representative tasks What do you bring with you? ## • Completed banking training or comparable training as well as completed further training in the financial sector • In-depth specialist knowledge in the areas of investing, retirement planning, and financing • Good communication skills, high social competence, teamwork skills, and flexibility • Dynamic, entrepreneurial way of working with a strong customer and sales orientation • Enjoyment of proactive customer contact • Solution-oriented negotiation skills with strong closing ability

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Posted 3 days ago

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