Job offer
Wealth Management & Retirement Planning Advisor (m/f)
Raiffeisen Bank Mendrisio is seeking a Wealth Management and Retirement Planning Advisor (80–100%) with at least 5 years of experience and a relevant certification to serve private and corporate clients.
Profile recherché
- Experience as a banking consultant (Dcz) or in banking within a similar group; ideally, CS certification (CHF/OM) or a master’s or bachelor’s degree in banking or economics
- At least 5 years of professional experience in a similar position
- Business acumen and independence of mind
- Discretion, courtesy, and integrity
- You are able to represent the bank
Skills and Qualifications
- At least 5 years of professional experience in similar positions
- Experience in wealth management and/or insurance
- Basic knowledge of banking instruments and financial institutions
- A diploma in insurance or wealth management is required
Your Responsibilities
- Management of A/B/C Client Accounts for Private Banks (Individual Accounts and Mandates)
- Prospecting and welcoming new and existing customers
- Sales of banking products (savings, investments, insurance)
Ideal Profile
- Ensure the smooth operation of 500 wealth management clients
- Welcome and advise individual and business clients
- Advising clients on tax and wealth management matters
Job details
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