Winterthur
Senior Wealth Advisor (m/f/d)
- 27 October 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
Success arises where competence meets genuine closeness. As a regionally anchored and independent cooperative bank, we sustainably accompany our clients on their financial journey with personal advice and modern financial solutions.Our seven-member wealth advisory team manages sophisticated client portfolios in a economically strong and attractive market area and actively shapes the successful further development of our investment and pension business.
To strengthen our team, we are looking immediately or by arrangement for an experienced individual with a passion for wealth advisory and the ambition to sustainably develop client relationships.
Senior Wealth Advisor (m/f/d)
What can you expect?
- You manage and develop your own client portfolio of affluent private clients and support them in all financial life situations.
- You identify potential in the areas of investing, pension provision, and financing and develop needs-based solutions from this.
- You actively acquire new clients, maintain your network, and represent the bank at events and client functions.
- You monitor developments in the financial markets and bring your expertise purposefully into advice and internal knowledge transfer.
- You work cross-departmentally and actively contribute to the further development of our investment and pension business.
What do you bring?
- Several years of professional experience in holistic advisory for affluent private clients
- Sound expertise in the areas of investing, pension provision, and financing
- Banking professional education/training at tertiary level
- Strong customer and service orientation as well as enjoyment in building long-term client relationships
- A winning personality with high initiative, entrepreneurial thinking, and confident demeanour
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 generate real added value – for all who want to make a difference.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees purposefully – with a diverse internal education offer as well as a cost contribution for external further training.
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and our interactions. The informal "du" culture creates personal closeness and equality across all levels of function.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages with banking products, various discounts with third parties, as well as an above-average pension provision.
We support the compatibility of family and career
We support families. Therefore, we create an environment where family and career can be best reconciled, for example through part-time work, generous parental leave, or payment of a voluntary family allowance*.
*provided the regular (cantonal) family allowances are received via the Raiffeisen family compensation fund.
Do you have questions?
For content-related questions about the position:
Denise Moore
Team Leader Wealth Advisory
+41 52 269 55 33
For questions about the application process:
Lara Russ
HR Manager
+41 52 269 55 06
We look forward to your online application
About us
