Job offer
Private Client Advisor Individual (f/m/d)
Raiffeisenbank Zürcher Oberland is looking for a Private Client Advisor (f/m/d) for the Uster location, who will provide customers with comprehensive and solution-oriented support in all advisory matters and build up their own customer book. The position requires completed banking training and experience in advising credit and mortgage customers.
Job description
Private Client Advisor Individual (f/m/d)
Tasks
- Comprehensive, needs-based and solution-oriented advice for clients in all advisory matters
- Client support in matters relating to pensions, insurance and investment themes
- Building up your own customer book through targeted acquisition of new customers
- Recognizing and exploiting customer potential through active and continuous support of the customer portfolio
- Collaboration in target group-specific marketing measures such as campaigns, events and representative tasks
Requirements
- Completed banking training or further training in banking or finance
- Selected professional experience in advising credit and mortgage clients with an affinity for investment and pension topics
- Distinct customer and sales-oriented way of thinking and acting
- Independent and responsible way of working
- Ability to work in a team, initiative, flexibility
- Sympathetic and winning demeanor
We offer
- A family environment in a banking group
- Flexible working models
- Development
Job details
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