Job offer
Basic Private Client Advisor (m/f)
Raiffeisen Suisse is seeking a Basic Advisor for Private Clients (80–100%) in Collonges, VD, to actively support clients and advise them on insurance and investment matters. The position requires a college degree, fluency in French, and German language skills are preferred.
Summary of the Offer
- Would you like to take on a key role at a financial institution on a human scale, help you improve your skills, and develop both your customer-service mindset and your technical expertise?
- Active and dynamic client portfolio
- Personalized support and coaching for your projects
Experience
- Preliminary Analysis of the Situation
- Developing Relationships with Individual Clients
- Insurance and Investment Consulting
- Tracking and Maintenance of the Client File
Formation
- EFH/FEI Commercial License
- Relevant tertiary degree (e.g., HEC, HEG, HSA)
Skills
- Proficiency in French is required (minimum level B2)
- Knowledge of German is clearly desired
- Proficiency in English would be a plus
Terms of Employment
- Work hours: 80–100%
- Location: Collonges, VD
- Competitive salary based on the position, age, and experience
Benefits and Development
- Encourages accountability and offers real opportunities for professional growth!
- Development of expertise gained through the independent acquisition of tools
- Licensing and assisting clients in implementing their plans
- Contribute to market research networks in an atmosphere of team spirit and engagement with the company
- Receive salaries, compensation, and benefits appropriate to the position
- Continuing education with specialized training
- MVQ Job Enrichment
Job details
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