Individual Personal Private Customer Advisor (m/f/d)

About the job

Individual Personal Private Customer Advisor (m/f/d)

What can you expect?

• You will comprehensively support and accompany employees of Raiffeisen Switzerland and their relatives in all financial matters
• You will be responsible for your own customer portfolio, actively develop it further and acquire new customers
• You will advise your customers in a needs-oriented manner in the areas of financing, investing and retirement planning
• You will recognise customer needs early, exploit potential and successfully implement advisory and sales opportunities
• You will position yourself as a trusted contact person, work closely with our specialists and ensure a high quality of advice

What do you bring with you?

• You have completed banking training and/or have appropriate further education in finance
• You have several years of successful experience in private customer advice, especially in the areas of financing, investing and retirement planning
• You have strong advisory, sales and acquisition skills and enjoy recognising and successfully utilising customer potential
• You convince with your customer orientation, professional appearance as well as your high social and communication skills
• You work independently, in a structured and responsible manner and gladly take on personal responsibility
• You are a dynamic and convincing personality with an entrepreneurial mindset, team spirit and enjoyment in building long-term customer relationships
• Ideally, you have language skills in French and/or Italian

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 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 specifically – with a diverse internal training offer as well as a cost contribution for external further education.

We live diversity and equal opportunities

We promote the different perspectives, experiences and skills in our teams. Because this diversity makes us special and contributes decisively to our success.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages with banking products, various discounts with third parties as well as above-average retirement provisions.

Do you have questions?

For content-related questions about the position:

Natalie Knechtle
Team Leader Private Customer Advice Personal
+41 (71) 226 63 29

For questions about the application process:

Sandra Loher
Head of Human Resources
+41 (71) 226 60 09

We look forward to your online application

About us