Conseiller(ère) en gestion de fortune & prévoyance (f/h)

Jobup; Unterwallis; Vor Ort; CHF 110.000 - 160.000; Vollzeit

Benefits dieser Stelle

Exclusive banking product advantages

Discounts with third parties

Financial stability and above-average

Zusammenfassung

Raiffeisen Bank Monthey is seeking a Wealth & Pension Management Advisor (m/f) to manage and grow a client portfolio through personalised support and new relationships.

You will provide comprehensive advice on investments, pensions, retirement and estate planning, and tailor strategies to each client. The role offers a friendly regional bank environment with opportunities for development and a strong emphasis on cooperative values.

Qualifikationen

• Banking training with SAQ CWMA certification or willingness to obtain it.
• Federal diploma or higher education in wealth management is an asset.
• Proven experience in wealth management or investment advice.
• Strong pension expertise with a holistic wealth approach.
• Enterprising, autonomous and solution‑oriented personality.
• Strong commercial spirit and knowledge of the local economy.
• Resident in Switzerland, ideally in the Chablais region.

Aufgaben

• Manage, retain and develop a client portfolio through personalised support and acquisition of new relationships.
• Provide comprehensive advice on investment, pension, retirement and estate planning.
• Develop and implement investment strategies tailored to each client’s profile, objectives and needs.
• Develop solutions adapted to client needs and promote the adoption of digital services.
• Contribute to the development and visibility of the wealth management activity through prospecting and representation actions.

Kenntnisse

Proven experience in wealth management

Strong pension expertise

Enterprising autonomous and solution‑m

Strong commercial spirit

Knowledge of the local economy

Ausbildung

Complete banking training (banking CFC or equivalent qualification)

SAQ CWMA certification or willingness to obtain it

Federal diploma / higher education in wealth management

Jobbeschreibung

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

Wealth & Pension Management Advisor (m/f)

What awaits you?

• Manage, retain and develop a client portfolio through personalised support and acquisition of new relationships.
• Provide comprehensive advice on investment, pension, retirement and estate planning.
• Develop and implement investment strategies tailored to each client’s profile, objectives and needs.
• Develop solutions adapted to client needs and promote the adoption of digital services.
• Contribute to the development and visibility of the wealth management activity through prospecting and representation actions.

What do you bring?

• Complete banking training (banking CFC or equivalent qualification), accompanied by SAQ CWMA certification or willingness to obtain it within the role.
• Federal diploma, higher education or specialisation in wealth management is an asset.
• Proven experience in wealth management or investment advice.
• Strong pension expertise 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 support 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 to external training 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 closeness, trust and cooperative spirit, with prospects for development.

For questions about the application process:

Your application will be treated confidentially. We thank all applicants for their interest. Only applications matching the profile sought will receive a response.