Job offer
Head of Investment Consulting (f/m/d)
Raiffeisenbank Rapperswil-Jona is looking for a Head of Investment Advice (f/m/d) who will assume specialist and line responsibility for the Investment Advice department and provide customers with competent and holistic investment advice. The new employee will also be responsible for acquiring new customers and expanding the existing customer base.
Job description
Tasks
- Specialist responsibility for commercial bank investment advice
- Line responsibility for the investment consulting department
- Deputy Head of Market Commercial Bank and member of management
- Ensuring competent and holistic investment advice across all phases of life and support through comprehensive and tailored advisory services
- Developing suitable solutions in the areas of pensions, investments, housing and finances, taking into account the individual needs, wishes, goals and life situation of clients
- Continuous support of wealthy private clients and systematic exploitation of identified potential as well as expansion of the existing client base through targeted acquisition of new clients
- Collaboration in time-efficient market activities such as contact campaigns, events and representative tasks
Requirements
- Degree in business administration or higher education in banking or finance Further training in banking or finance
- Experience in supporting wealthy private clients
- Several years of management experience
- Independent, reliable and flexible way of working as well as strong customer and sales-oriented thinking
- Enthusiasm for topics in the financial and pensions sector and the flair to present them convincingly and with eyes
- Motivated, team-oriented and flexible leader, ideally familiar with the local market
- Interest in current economic and political events
We offer
- Open, agile and collaborative working atmosphere
- Promotion of personal and professional development
- Meaningful and varied work
Job details