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Investment Customer Advisor

Raiffeisenbank Obwalden

Employment type
Full-time
Location
Sarnen
First posted
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Investment Customer Advisor (w/m/d) The Raiffeisenbank Obwalden is looking for a person who approaches the interesting tasks in investment customer consulting with enthusiasm and recognizes and processes the comprehensive needs of the customers. Investment Customer Advisor (w/m/d) What can you expect? Ongoing customer support, expansion of the existing customer portfolio, and acquisition of new customers Development of needs-based solutions, tailored to the individual needs, wishes, goals, and life situations of the customers Ensuring competent, holistic wealth consulting and development opportunities Collaboration on target group-specific market development measures such as campaigns, events, and representative tasks An experienced, motivated team that can participate and also has a sense of humor What do you bring? Completed banking training Further education in banking or finance is an advantage A communicative, committed, and enthusiastic nature Empathetic communication and networked thinking We cultivate a family-friendly environment The cooperative values are our pillars: together, for each other. They shape our cooperation and our interaction with each other. The du culture creates personal closeness and eye-to-eye level across all functional levels. 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 opportunities and a cost-sharing scheme 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. We offer attractive conditions and social benefits Our employees benefit from exclusive advantages in bank products, various purchase discounts from third parties, and above-average old-age provision. Do you have questions? For content-related questions about the position: Raiffeisenbank Obwalden Head of Investment Customer Consulting Kernserstrasse 10 6060 Sarnen Tel. For questions about the application process: Raiffeisenbank Obwalden Burch Head of Human Resources Brünigstrasse 97 6072 Sachseln Tel. We look forward to your online application About us jpidf607b15jm jit0625jm jiy26jm

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Posted 7 weeks ago