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Private Client Advisor

Raiffeisen Schweiz

Employment type
Full-time
Location
Aigle
First posted
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Join our team!

Banque Raiffeisen Alpes Riviera Chablais Vaudois is a dynamic banking institution, solidly anchored in its local market and constantly evolving. In order to strengthen our team in the Pays-d'Enhaut region, we are looking for a committed Private Client Advisor, client-oriented and driven by a passion for advisory services.

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What awaits you? ##

  • Manage, develop and retain a portfolio of private clients through proactive and personalized follow-up.
  • Identify and exploit the commercial potential of your portfolio by proposing solutions adapted to client needs.
  • Provide global advice in the fields of mortgage financing, pension planning, insurance and investments.
  • Actively develop the clientele through the targeted acquisition of new clients and the expansion of your network.
  • Participate in commercial actions, client events and prospecting activities in your market.

What do you bring? ##

  • Complete banking training or training deemed equivalent.
  • Successful experience in private client advisory.
  • Good knowledge of mortgage financing and interest in global wealth management advice.
  • Developed commercial sense, entrepreneurial spirit and strong client orientation.
  • Excellent interpersonal skills, listening ability and ease in negotiation.
  • Dynamic, autonomous, flexible personality who enjoys teamwork.
  • Solution orientation and willingness to actively contribute to the development of the bank.

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Posted 7 weeks ago

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