Wealth Advisor (m/f/d)

The Raiffeisenbank Rigi with locations in Küssnacht, Goldau, Schwyz, Brunnen, and Illgau is a successful and regionally focused bank with lived values (focused, committed, authentic, and community-oriented) and a clear vision for the future.

To strengthen our team, we are looking for an experienced and customer-oriented personality as a wealth advisor for the entire business area of Raiffeisenbank Rigi.

• Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
• Ensuring competent and comprehensive wealth advice
• Developing suitable solutions in the areas of basic products, retirement planning, investing, housing, and financing, taking into account the individual needs, wishes, goals, and life situation of the customers
• Expanding the existing customer base through targeted acquisition of new customers
• Participation in target group-specific market development measures, especially contact campaigns and performing representative tasks

• Completed banking training including further education in banking or finance
• Several years of experience in managing a personal client portfolio of wealthy private clients
• Independent, committed, and goal-oriented working style as well as enjoyment of intensive customer contact
• Customer-oriented personality with consulting and sales skills
• Motivated, team-oriented, and flexible personality
• Regional connection to the business area