Investment Customer Advisor
- Employment type
- Full-time
- Location
- Sarnen
- First posted
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
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Posted 7 weeks ago