Private Client Advisor
- Employment type
- Full-time
- Workload
- 100%
- Location
- Echallens
- Languages
- French, French
- First posted
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