Senior Private Customer Advisor with Leadership Responsibility

About the job

For Raiffeisenbank Leimental, a successful and locally focused bank in the Leimental region, we are looking for you as a Senior Private Customer Advisor for our Individual Customer Advisory team.

• Benefits: We offer you 5 weeks of vacation per year and attractive conditions to purchase up to two additional weeks of vacation with a 40-hour workweek. You benefit from bank product and shopping discounts, a half-fare travelcard, voluntary family allowances, and much more – see our website.
• Responsibility: You contribute to the success of our bank, are an entrepreneur within the company, and have the opportunity to independently and confidently pursue our values and goals.
• Perspectives: Do you want to broaden your horizons or consolidate your position? We plan further training opportunities together with you.

• Leadership: You understand how to take responsibility, set clear goals, and motivate your team. With your communication strength and structured approach, you create an environment that promotes collaboration and development.
• Advisory: You develop personal solutions for our customers by considering their individual needs, wishes, goals, and life situations. Furthermore, you ensure competent advice on residential financing issues as well as standardized investment and pension consultations.
• Development: Through active and continuous management of your personal customer portfolio, you recognize potentials and actively exploit them. By targeted acquisition of new customers, you further expand your customer portfolio.
• Appearance: You participate in market development measures such as contact campaigns, events, and other representative tasks.

• Experience: You bring in-depth experience in a customer advisory role in the financial services sector. You conduct advisory discussions on topics related to the path to homeownership with passion. You enjoy accompanying, promoting, and motivating people to achieve excellent performance.
• Education: You have completed banking training and ideally have completed relevant further education in banking or finance and obtained the SAQ certification.
• Communication: You communicate openly and honestly. You maintain respectful interactions and inspire others with positivity and commitment.

• Human: You value contact with people, are good at recognizing their needs and expectations, and have a friendly as well as courteous and well-groomed appearance. Your authentic manner makes it easy for you to gain the trust of our customers. You act empathetically and thus build trusting relationships.

• Passionate: You have a passion for advising and leadership, for private customer business, and demonstrate this in cooperation with customers.
• Entrepreneurial: You think and act customer- and sales-oriented, are not afraid to go the extra mile for our customers, think along, and look for solutions where others see problems.