Senior Wealth Advisor (m/f/d) 80% - 100%

About the job

Become part of our team!
 
Are you interested in a consulting role at Raiffeisen and ready for a new professional challenge? Then you are exactly right at Raiffeisenbank Appenzell. Raiffeisenbank Appenzell, with branches in Teufen, Gais, and Gonten, lives a culture with a flexible work model and ensures the integration of work, family, and leisure.
 
As a modern employer, we continuously promote our employees. Development is as important to us as modern workplaces or attractive social benefits.

What awaits you? 

• You take over the customer portfolio as part of succession planning due to a retirement.
• You actively and passionately manage the existing customer portfolio and recognize customer potential through comprehensive customer discussions.
• You ensure competent and holistic advice to our customers on all financial matters (basic advice, investments, pension, mortgages, and referral to specialists).
• You actively contribute to target group-specific market development measures such as contact campaigns, events, and representative tasks.

What do you bring with you?

• You have completed banking training with specific further education in banking or finance.
• You have several years of experience in wealth and investment advisory.
• You are an expert in wealth and investment advisory, allowing you to develop tailored solutions for complex customer needs.
• You are empathetic, communicative, and love contact with people.
• You are a team player and gladly take on responsibility.