Private Customer Advisor Individual (m/f/d)

About the job

For the Raiffeisenbank Regio Unteres Toggenburg & Neckertal, a successful and locally focused bank headquartered in Bütschwil with branches in Mosnang, Oberhelfenschwil, and Schönengrund, we are looking for a committed personality as a Private Customer Advisor Individual.

• Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
• Comprehensive and competent advice on financing issues (housing) as well as on investment and retirement planning topics
• Developing solutions taking into account the individual needs, wishes, goals, and life situations of customers as well as within the framework of the segment-specific product range
• Expanding the existing customer base through targeted acquisition of new customers
• Participation in target group-specific market development measures such as contact campaigns, events, and representative tasks

• Completed banking training and/or further education in banking or finance
• Solid and several years of experience in mortgage and investment advice
• You are a winning, entrepreneurial-minded personality
• You have good communication skills
• High social competence in dealing with customers