Job offer
Conseiller/ère en placement et prévoyance
Banque Raiffeisen d'Yverdon-les-Bains is looking for a Conseiller/ère en placement et prévoyance to provide clients with individual and competent advice in all financial and investment matters and to further develop the client base through targeted acquisition of new clients. The ideal candidate will have a degree in banking, experience in the investment sector and strong communication and sales skills.
Job description
Conseiller/ère en placement et prévoyance 80% - 100%Tasks
- Garantir un conseil compétent, global, adapté et personnalisé de notre clientèle pour l'ensemble des affaires financières et de placement
- Continuous monitoring of existing clients and systematic exploitation of potential in order to develop the current client base through the acquisition of new clients
- Collaboration on the implementation of specific market outlook measures for each target group, such as contact campaigns, events and representative missions
- Perform various administrative tasks in connection with placement and pension activities.
Requirements
- Excellent knowledge of the northern Vaudois economic tissue
- Complete banking training followed by specialized training in placements and several years of confirmed experience in this field
- Sens aigu des responsabilités
- Autonomy, dynamic and organized
- Habileté dans la communication et la vente
- Sens des initiatives.
We offer
- Nous accomplissons un travail utile et varié
- Nous proposons des modèles de travail flexibles
- Nous vivons une culture d'entreprise responsable
- We encourage personnel and professional development
Job details
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