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Private Client Advisor (w/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Oberlunkhofen
First posted
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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

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Posted 4 days ago

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