Private Client Advisor
- Employment type
- Full-time
- Location
- Aigle
- First posted
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