Wealth Management & Pension Advisor (f/m)

• 08 September 2026
• 80 - 100%
• Indefinite duration
• Monthey

Joining Banque Raiffeisen de Monthey means evolving within a modern and human-sized structure, where proximity, team spirit, and cooperative values guide our daily actions.
You wish to take on a new challenge and contribute actively to the development of our wealth management activity? We look forward to meeting you.

Wealth Management & Pension Advisor (f/m)

What awaits you?

• Manage, retain, and develop a client portfolio through personalized support and the acquisition of new relationships. - Offer global advice regarding investment, pension, retirement, and estate planning. - Develop and implement investment strategies adapted to the profile, objectives, and needs of each client. - Develop solutions adapted to client needs and promote the adoption of digital services. - Contribute to the development and influence of the wealth management activity through prospecting and representation actions.

What do you bring?

• Complete banking training (banking CFC or a title deemed equivalent), accompanied by SAQ CWMA certification or willing to obtain it as part of the function. - Federal diploma, higher education, or specialization in wealth management, an asset. - Proven experience in wealth management or investment advisory - Strong skills in pension and the ability to adopt a global approach to wealth. - Enterprising, autonomous, and solution-oriented personality. - Strong commercial spirit and knowledge of the local economic fabric. - Resident in Switzerland, ideally in Chablais.

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape our way of collaborating and behaving towards one another. The culture of using "tu" (informal address) promotes personal proximity and exchanges on an equal footing at all functional levels.

We live diversity and equal opportunity

We encourage a diversity of perspectives, experiences, and skills within our teams. This diversity is our strength and contributes decisively to our success.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every person and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external professional development costs.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and old-age provision above average.

Do you have any questions?

What we offer you:

• A modern working environment within a dynamic regional bank. - A varied activity offering wide scope for initiative and autonomy. - A corporate culture based on proximity, trust, and cooperative spirit, with evolution prospects.

For questions regarding the application process:

Do you recognize yourself in this profile and wish to contribute actively to the development of our Bank? We look forward to receiving your complete application file by 30 September 2026 at the following address: Banque Raiffeisen de Monthey to the attention of Monsieur Denis Masset Avenue de la Gare 24 1870 Monthey Write an email

Your application will be treated with full confidentiality. We thank all candidates for their interest. Only files matching the sought profile will receive a response.

About us