Job offer
Private Client Advisor (f/m/d)
Raiffeisenbank Kelleramt-Albis is looking for a Private Customer Advisor (f/m/d) for the branch in Affoltern am Albis to provide customers with competent advice on financing and other topics and to expand the customer base. The position offers flexible working models and opportunities for personal and professional development.
Job description
Private Client Advisor (f/m/d) 80% - 100%Tasks
- Ensuring competent support for the personal customer portfolio
- Ensuring competent advice on financing issues (housing) and standardized advice on investments and pensions
- Development of needs-based solutions, taking into account the individual needs, wishes, goals and life situation of customers as well as the segment-specific product range
- Expansion of the existing customer base through targeted acquisition of new customers
- Collaboration in target group-specific market development measures such as contact campaigns, events and representative tasks
Requirements
- Further training in finance
- In-depth specialist knowledge in the areas of investment, pensions and financing
- Good communication skills, high social competence, ability to work in a team and flexibility
- Dynamic, entrepreneurial way of working with a strong customer and sales orientation
We offer
- We give room for initiative
- We offer flexible working models
- We promote personal and professional development
- We work openly, agilely and on a first-name basis
- We live a responsible corporate culture
Job details
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