Job offer
Individual Private Client Advisor
Banque Raiffeisen de Montreux is seeking a Private Client Advisor (80–100%) to provide comprehensive advice in the areas of lending, retirement planning, investments, and estate planning. The position requires in-depth banking knowledge and the ability to cultivate client relationships and actively promote the bank’s business.
Tasks
- Provides comprehensive and personalized advice on credit, retirement planning, investments, and estate planning;
- Developing relationships tailored to customer needs and promoting the activation of relevant services;
- Contribute to the bank's growth and visibility through targeted promotional and communication initiatives.
Requirements
- Comprehensive banking knowledge (CTC, finance, or other equivalent), possession of a CACI certification, and a certificate of studies or proof of professional competence.
- Receive comprehensive, personalized advice on credit, retirement planning, investments, and estate planning.
- Develop relationships tailored to customer needs and promote the activation of relevant services;
- Contribute to the bank's growth and visibility through targeted promotional and communication initiatives.
We offer
- A friendly, family-like environment at a dynamic, independent bank
- A banking position in a region rich in history and businesses
- A corporate bank built on community, trust, and commitment, offering job opportunities.
Job details
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