Job offer
Personal Banking Advisor
Banque Raiffeisen Morges Vevey is seeking a Private Client Advisor to assist and support clients with their private wealth management. The ideal candidate will have experience in retirement planning, investments, and life insurance, as well as excellent communication skills.
Presentation of the function
Raiffeisen Bank Morges Vevey is seeking a Private Client Advisor to assist our clients with their private wealth management needs.What are you bringing?
- Extensive experience in the fields of retirement planning, investments, and life insurance
- A Type III higher education degree or equivalent qualification, supplemented by specific modules
- 2 years of experience in a similar position at a bank or insurance company, and/or similar experience
- Excellent interpersonal skills and communication skills
- Proactive sales approach and proven customer focus
- Effective organization and prioritization of work
- Open-mindedness and a positive attitude, a commitment to handling tasks fairly and flexibly
Nous offerrons
- Attractive benefits and working conditions
- Personal and Professional Development
- Diversity and Equal Opportunity
Job details