jobsswitzerland.ch
← All jobs

Private Client Advisor (w/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Oberlunkhofen
First posted
Apply now

Become part of our team!

For Raiffeisenbank Kelleramt-Albis, a successful and locally oriented bank with its 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? ##

  • Recognizing and exploiting customer potential through active and continuous support of the personal client portfolio
  • Ensuring competent advice on financing issues (housing) as well as standardized advice on the topics of investing and retirement planning
  • Development of needs-based solutions by taking into account the individual needs, wishes, goals and life situation of the customers as well as within the framework of the segment-specific product range
  • Expansion of the existing customer 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 education in the financial sector
  • In-depth specialist knowledge in the areas of investing, retirement planning and financing
  • Good communication skills, high social competence, ability to work in a team and flexibility
  • Dynamic, entrepreneurial way of working with a strong customer and sales orientation
  • Enjoyment of proactive customer contact
  • Solution-oriented negotiation skills with closing strength

Automatically translated from the original.

Posted 7 weeks ago

Location

View on Google Maps