Private individual client advisor (f/m)

Join our team!

Joining Banque Raiffeisen de Monthey means evolving within a modern and human-sized structure, where proximity, team spirit, and cooperative values guide our daily actions.

Do you want to take on a new challenge and actively contribute to the development of our financing activity? We look forward to meeting you.

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What awaits you? ##

• Manage, retain, and develop a portfolio of private clients through proactive monitoring and the acquisition of new clients.
• Accompany clients in their financing projects and the key stages of their lives.
• Offer comprehensive and personalized advice regarding loans, providence, investments, and insurance.
• Develop solutions adapted to client needs and promote the adoption of digital services.
• Contribute to the development and influence of the Bank through prospecting and local representation actions.

What do you bring? ##

• Complete banking training (banking CFC or a title deemed equivalent), accompanied by an SAQ certification or willing to obtain it as part of the function.
• Federal diploma or higher education, an asset.
• Proven experience in private client advisory.
• Solid skills in financing and the ability to adopt a global approach to wealth.
• Enterprising, autonomous, and solution-oriented personality.
• Strong commercial spirit and knowledge of the local economic fabric.
• Residing in Switzerland, ideally in the Chablais.