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Basic Private Client Advisor

Raiffeisen Schweiz

Employment type
Full-time
Location
Nyon
First posted
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Join our team!

Banque Raiffeisen Nyon-La Vallée, a very well-established local Bank, is looking for its new Basic Private Client Advisor

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What awaits you? ##

  • Provide quality advice on payment methods, savings, pension, and basic investment solutions
  • Propose solutions adapted to the client's needs, taking into account their personal situation and within the framework of the product range specific to the "basic services" segment
  • Welcome clients within the branch, detect their development potential, inform them, and direct them to specialists
  • Actively collaborate in market prospecting measures specific to each target group, particularly during contact campaigns
  • Develop the current client base through the opening of accounts and new relationships
  • Manage administrative tasks related to the function in compliance with current regulations

What do you bring? ##

  • CFC as a commercial employee, ideally banking training
  • Proven experience in Swiss banking fields
  • SAQ certification an asset
  • Excellent presentation and ease in contact with clients
  • Strong sense of advisory, sales, and welcoming
  • Dynamic, flexible and good team spirit
  • Ideally residing in the Nyon or Terre-Sainte region

Automatically translated from the original.

Posted 3 days ago

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