Job offer
Private Client Advisor
Raiffeisenbank Einsiedeln-Ybrig is looking for an independent and committed individual as a Private Client Advisor to advise clients on financial matters, investments and pensions and to expand the client base. The position offers flexible working models, support for personal and professional development and a responsible corporate culture.
Job description
Private Client Advisor 80 - 100 %Tasks
- Support of the personal customer portfolio
- Ensuring competent advice on financing issues (housing) and standardized advice on investments and pensions
- Development of customized 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 marketing measures such as campaigns, events and representative tasks
Requirements
- Experience in the financial services sector
- Experience in financing issues (housing) and standardized advice on investments and pensions
We offer
- We live a responsible and appreciative corporate culture
- We offer flexible working models
- We promote personal and professional development
- We do meaningful and varied work
Job details
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