Private Client Advisor — Wealth, Loans & Investments

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

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.