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Private Client Advisor

Raiffeisen Schweiz

Employment type
Full-time
Workload
100%
Location
Echallens
Languages
French, French
First posted
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Join our team!

Join a bank that places people at the heart of its values!
Strongly established in the Gros-de-Vaud, Banque Raiffeisen du Gros-de-Vaud pursues its development through its branches in Echallens, Thierrens, Le Mont-sur-Lausanne and Prilly. In order to strengthen its team, we are looking for a Private Client Advisor

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What awaits you? ##

In this key role, you ensure complete, professional and sustainable management of the basic private clientele. You are a trusted interlocutor for all current banking services and accompany your clients in their everyday financial needs.
Concretely, you:

  • Advise clients in a personalized manner for all basic services;
  • Analyze needs, identify potential and exploit client information for targeted and relevant cross-selling;
  • Accompany and support clients in the client area, actively promoting digital solutions and self-service;
  • Master digital tools and contribute to their correct use;
  • Ensure the proper functioning and supply of automated teller machines;
  • Participate in prospecting, representation and presence actions in the local market, in collaboration with the team.

What do you bring? ##

  • Completed banking training, SAQ certification being an asset.
  • Proven experience in basic private client advisory or in an equivalent role.
  • Excellent interpersonal skills and a strong sense of service, allowing you to establish a lasting relationship of trust.
  • Dynamic, committed and persevering personality, with a strong team spirit and easy communication.
  • Good knowledge of the regional economic fabric.
  • Mobility and flexibility to work within our different branches.

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Posted 1 week ago

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