Financial Advisor (m/f)

For the Raiffeisenbank Niederhelfenschwil, a successful and locally focused bank, we are looking for a personality as a financial advisor.

• You actively and passionately manage your existing customer portfolio and recognize customer potential in conversations and leverage it.
• You ensure competent asset and investment advice tailored individually to your customers.
• As an expert, you accompany customers in comprehensive financial, pension, and retirement planning.
• As a trusted person for your customers, you develop needs-based solutions across all product groups.
• You take on representative tasks and participate in customer events to maintain your customer relationships and acquire new customers.

• You have completed banking training with specific further education in banking or finance.
• You have several years of experience in asset and investment advice.
• The customer is always at the center of your work.
• You are empathetic, communicative, and love contact with people.
• You think entrepreneurially and are sales-oriented.
• You are a team player and gladly take on responsibility.
• Initial leadership experience is an advantage.