Conseiller(ère) clientèle privée individuelle (f/h)

Jobup; Unterwallis; Vor Ort; CHF 90.000 - 140.000; Vollzeit

Zusammenfassung

Raiffeisen Bank Monthey seeks a Private Individual Client Advisor to manage a client portfolio, advise on loans, pensions, and investments, and promote digital services. The role emphasizes holistic wealth management, autonomy, and a strong local presence in the Chablais region.

The candidate should hold banking training (CFC or equivalent) with SAQ certification or willingness to obtain it, and may have a federal diploma or higher education as an advantage.

Qualifikationen

• Complete banking training (banking CFC or equivalent), with SAQ certification or willingness to obtain it.
• from the HTML
• Federal diploma or higher education is an advantage.
• Proven experience in private client advisory.
• Strong financing skills with a holistic wealth approach.
• Enterprising, autonomous and solution-oriented personality.
• Resident in Switzerland, ideally in the Chablais region.

Aufgaben

• Manage, retain and develop a portfolio of private clients through proactive follow-up and acquisition of new clients.
• Support clients in their financing projects and key life stages.
• Offer comprehensive and personalised advice on loans, pension provision, investments and insurance.
• Develop solutions tailored to client needs and promote the adoption of digital services.
• Contribute to the development and reputation of the Bank through prospecting and local representation activities.

Kenntnisse

Proven private client advisory

Strong financing skills

Holistic wealth management

Enterprising autonomous mindset

Ausbildung

Complete banking training (CFC or equivalent)

SAQ certification or willingness to obtain

Federal diploma or higher education is an advantage

Jobbeschreibung

Joining Raiffeisen Bank Monthey means evolving within a modern and human-sized structure, where proximity, team spirit and cooperative values guide our daily actions. Are you looking to take on a new challenge and actively contribute to the development of our financing activity? We look forward to meeting you.

Private Individual Client Advisor (m/f)

What awaits you?

• Manage, retain and develop a portfolio of private clients through proactive follow-up and acquisition of new clients.
• Support clients in their financing projects and key life stages.
• Offer comprehensive and personalised advice on loans, pension provision, investments and insurance.
• Develop solutions tailored to client needs and promote the adoption of digital services.
• Contribute to the development and reputation of the Bank through prospecting and local representation activities.

What do you bring?

• Complete banking training (banking CFC or equivalent qualification), accompanied by an SAQ certification or willingness to obtain it within the role.
• Federal diploma or higher education is an advantage.
• Proven experience in private client advisory.
• Strong financing skills and ability to adopt a holistic approach to wealth.
• Enterprising, autonomous and solution-oriented personality.
• Strong commercial spirit and knowledge of the local economic fabric.
• Resident in Switzerland, ideally in the Chablais region.

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of informal address fosters personal closeness and exchanges on an equal footing at all levels of function.

We embrace diversity and equal opportunities

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and decisively contributes to our success.

We encourage personal and professional development

Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner, through a varied internal training offer as well as contributions towards external further education costs.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and above-average retirement provision.

Do you have any questions?

What we offer you:

• A modern working environment within a dynamic regional bank.
• A varied activity offering plenty of scope for initiative and autonomy.
• A corporate culture based on proximity, trust and cooperative spirit, with prospects for development.