Senior Customer Advisor Private Clients (m/f/d)
- 30 September 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
The Raiffeisenbank Region Left Lake Zurich is one of the leading banks in the region. For our modern advisory bank in Horgen, we are looking for an experienced and entrepreneurial-minded individual for comprehensive private client advisory.In this role, you will manage an existing customer portfolio and take on an attractive client base. At the same time, you will use your network and advisory skills to build sustainable customer relationships and further strengthen our bank's market position in the region.
If you value personal customer proximity, entrepreneurial freedom, and a strong regional connection, we look forward to meeting you.
Senior Customer Advisor Private Clients (m/f/d)
What can you expect?
- You will manage and develop your own customer portfolio with a focus on long-term and trusting customer relationships.
- You will provide comprehensive advice to our clients in the areas of investing, retirement planning, payments, saving, and financing.
- You will recognise customer needs early and unlock potential through active and forward-looking advice.
- You will maintain existing relationships and attract new clients thanks to your personality and network.
- You will work closely with our specialists in the areas of investing, financing, as well as pension and retirement planning.
- You will represent our bank in the region and actively contribute to the further development of our customer base.
What do you bring?
- Several years of successful experience in comprehensive private client advisory, ideally with a focus on investing.
- Proven expertise and enjoyment in accompanying clients over the long term.
- A completed banking apprenticeship as well as further banking-related training.
- A strong regional connection or a close link to the Horgen region.
- SAQ certification or willingness to obtain it.
- A confident manner, negotiation skills, and strong communication abilities.
We provide space for initiative and co-creation
We invite our employees to actively shape their work and take responsibility. This creates varied tasks that add real value – for everyone who wants to make a difference.
We offer flexible working models
The work-life balance of our employees is important to us. Therefore, we create the conditions for flexible working hours – with options for mobile working, home office, and part-time positions.
We promote personal and professional development
Lifelong learning is part of our culture. We provide space for individual professional and personal development and support our employees specifically – with a diverse internal training offer as well as cost contributions for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as above-average retirement provisions.
We enable the purchase of additional holiday weeks
Our employees can purchase up to two additional holiday weeks per year in addition to the regular holidays.
We offer collective profit sharing instead of individual bonuses
We focus on collective performance. Therefore, we have collective profit sharing instead of individual bonus payments. This promotes a healthy corporate culture in which overarching goals are pursued together.
Do you have questions?
We are happy to assist you.
Sarah Giezendanner
HR Manager
+41 (44) 7821045
We look forward to receiving your online application
About us
