Senior Client Advisor Individual Clients (m/f/d)

Become part of our team!

Raiffeisenbank Region linker Zürichsee is one of the leading banks in the region. For our modern advisory bank in Horgen, we are looking for an experienced and entrepreneurially-minded personality in holistic private client advisory.

In this role, you will manage an existing client portfolio and take over an attractive client base. At the same time, you will use your network and your advisory expertise to build sustainable client relationships and further strengthen the market position of our bank in the region.

If you value personal client proximity, entrepreneurial leeway, and a strong regional anchoring, we look forward to getting to know you.

Application questions instead of cover letter

Share

What awaits you? ##

• You manage and develop your own client portfolio with a focus on long-term and trusting client relationships.
• You advise our clients holistically in the areas of investing, retirement planning, banking, saving, and financing.
• You recognize client needs early and unlock potential through active and proactive advisory.
• You maintain existing relationships and win new clients thanks to your personality and your network.
• You work closely with our specialists from the areas of investing, financing, as well as retirement and pension planning.
• You represent our bank in the region and contribute actively to the further development of our client base.

What do you bring with you? ##

• Several years of successful experience in holistic private client advisory, ideally with a focus on investing.
• Proven professional competence and enjoyment in accompanying clients in the long term.
• A completed banking apprenticeship as well as further banking-related training.
• A strong regional anchoring or a close connection to the Horgen region.
• SAQ certification or the willingness to complete it.
• A confident appearance, negotiation skills, and pronounced communication strength.