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Financial Advisor (m/f/d)

Raiffeisen Schweiz

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

For Raiffeisenbank Regio Laufenburg, a successful and locally oriented bank with advisory points in Kaisten, Laufenburg and Sulz, we are looking for a motivated personality as a Financial Advisor to strengthen the existing advisory team, who will shape and help design our financial advisory with enthusiasm and commitment.

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What awaits you? ##

Raiffeisenbank Regio Laufenburg stands for personal customer proximity, entrepreneurial action and a family-like working environment. As an independent bank, we rely on short paths, personal responsibility and employees who actively help shape our future with their ideas and their commitment.

As a Financial Advisor, you will take on a central role in the advisory and support of our customers:

  • You advise with foresight. In the areas of pension planning, protection, retirement and taxes, you support our customers holistically and develop solutions that fit their individual life situations.
  • You develop investment solutions with added value. Based on the needs, goals and risk profile of your customers, you develop suitable investment proposals and support their implementation.
  • You recognize potentials and use opportunities. Through the active and sustainable support of your customer portfolio, you specifically expand existing customer relationships and create long-term added value.
  • You win trust and new customers. With your sense for people and your winning manner, you inspire new customers for our bank.
  • You help shape our market success. You actively participate in market development measures, customer events and representative tasks and strengthen our presence in the region.
  • Your commitment counts. With us, you are not a number. Your ideas, your commitment and your initiative are valued and make a real difference.

What do you bring with you? ##

  • You bring sound banking expertise. A completed banking apprenticeship forms your foundation. Ideally, you have supplemented your knowledge with further training in the banking or financial sector.
  • You create trust through competence. Your several years of experience in wealth management and investment business enables you to support our customers competently and individually and to develop sustainable solutions.
  • You recognize opportunities and act in a customer-oriented manner. Customer needs are at the center for you. At the same time, you bring strengths in distribution, sales and acquisition.
  • You take responsibility and enjoy working in a team. Initiative, reliability and appreciative cooperation are a matter of course for you.
  • You want to make a difference. As a flexible and performance-oriented personality, you actively contribute and tackle challenges with commitment.

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Posted 5 days ago

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