Job offer
Private Client Advisor
Raiffeisenbank Einsiedeln-Ybrig is looking for an independent and committed individual as a Private Client Advisor to provide customers with personal support and advice on financing, investments and pensions. The position offers flexible working hours and opportunities for personal and professional development.
Job description
Tasks
- Personal support for the client 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 market development measures (campaigns, events and reactive 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 responsible corporate culture
- We offer flexible working time models
- We promote personal and professional development
- We do meaningful and varied work
Job details
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