Job offer
Private Client Advisor Individual (m/f/d)
Raiffeisenbank Aare-Rhein is looking for an independent and service-oriented personality as a Private Client Advisor Individual to advise customers individually and exploit their potential. The position involves looking after customers, creating needs-based solutions and expanding the customer base.
Job description
Private Client Advisor Individual (m/f/d) 80 -100 %Tasks
- Recognizing and exploiting client potential through active and continuous management of the personal client and custody account portfolio
- Guarantee of competent advice on financing issues as well as an open and topic-specific offer
- 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
- Collaboration in target group-specific marketing measures such as contact campaigns, events and representative tasks
Requirements
- Completed banking training or comparable training (advantageous with further training in banking or finance)
- Several years of experience in the financial services sector in the areas of financing, investing and pensions
- Rational change competence in the business environment is an advantage
- Customer-oriented personality with experience and pleasure in advising and supporting our customers
We offer
- Modern employment conditions
- Great variety of tasks
- High degree of creative freedom
- Entrepreneurial commitment and fairness
- Personal life planning and professional development
Job details
Training opportunities powered by skillaware.