Job offer

Private Client Advisor

The position of Private Client Advisor at Raiffeisen involves providing comprehensive advice to clients in the areas of investment and finance as well as actively managing your own client portfolio. The ideal candidate will have several years of experience in advising private clients, in-depth knowledge of finance and a passion for advising and acquiring clients.

Job description

Tasks

  • Comprehensive and needs-based advice for our customers in the areas of investment and finance
  • Recognizing and exploiting customer potential through active and concerted support of your own customer portfolio and cross-selling
  • Collaboration in market development measures

Requirements

  • Teaching certificate and several years of experience in advising private clients
  • Sound knowledge of finance
  • Passion for customer advice and customer acquisition
  • Further training in banking is an advantage (Financial Planner FA, IAFB etc.)
  • Local roots in the region and network in the Zug financial center or willingness to do so

We offer

  • Exciting, varied tasks in a dynamic and performance-oriented environment
  • We promote work-life balance
  • We promote personal training and professional development
  • We offer flexible working time models
  • We live a responsible corporate culture
  • We make it possible to purchase additional vacation days
  • We stand up for attractive conditions and social benefits

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.