Job offer
100% Private Client Advisor
Raiffeisen Bank is seeking a Private Client Advisor for its branch in Graubünden to provide support and advice to private clients. The successful candidate will be responsible for building and managing client relationships, acquiring new clients, and managing client portfolios.
Tasks
As a Basic Private Client Advisor, you are responsible for managing clients in accordance with established procedures. Your duties include processing and managing all payments related to portfolio transfers in collaboration with clients, as well as handling related services and overseeing the setup of portfolios in collaboration with clients.Requirements
There are no specific requirements listed for the role.We offer
- Comprehensive advisory services and guidance tailored to the needs of private clients in the areas of payment methods, banking products and services, investments, and retirement planning, in compliance with applicable regulations
- Research and development of the client portfolio through active and proactive management
- Acquiring new customers
- Join our team
- Job opportunities for office staff, banking training, and professional development
- Contractual contribution to the BAP pension fund and eligibility for a bonus
- In-house and continuing education programs, professional development
Why Raiffeisen?
- We work in a friendly environment
- We embrace diversity and equal opportunity
- Promuoviamo lo sviluppo personale e professionale
Job details
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