Job offer
Inheritance consultant (f/m/d)
Raiffeisen Bank is looking for an Inheritance Advisor (f/m/d) to support its inheritance advisory team in order to assist clients with the orderly transfer of their assets to the next generation. The position includes independent client advice, bankruptcy inventories and memoranda in the Eastern Switzerland region.
Job description
Tasks
- Independent client advice in the areas of: Inheritance law/cohabitation, estate/inheritance law and land/real estate, taking into account the tax code
- Bankruptcy inventories, pension plans/ estates/ inventories and memoranda, etc.
- Contact point for
- Co-design and implementation of the
- Regular travel (activities take place in Eastern Switzerland)
Requirements
- Successfully completed basic legal training (e.g. law degree, notary's office, university of applied sciences in the field of business and law)
- At least 2 years of relevant professional experience in inheritance consulting, ideally with a financial services provider
- Consulting and sales experience with a corresponding mindset/ entrepreneurial approach
- High quality awareness and strict work discipline
We offer
- Initiative
- Flexible working time models
- Personal and professional development
- Meaningful and varied work
- Family environment in a banking group
- Responsible corporate culture
- Equal opportunities and diversity
Job details
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