Private Client Advisor

What awaits you?

• Comprehensive advice to private clients, especially in the areas of mortgage financing, pension provision and investment • Assess clients' creditworthiness and propose solutions tailored to their needs • Preparation of financing files • Ensure follow-up throughout the client’s life cycle • Analyse and exploit client potential through proactive and continuous portfolio management • Develop the client base by targeted acquisition of new clients • Representation tasks within the business area

What do you bring?

• Solid experience in mortgages, pension provision and investments • 5 years of experience in a similar position in a Swiss bank • SAQ certification would be an asset or commitment to obtain it within 3 years • Good knowledge of the local economic fabric • Excellent interpersonal skills and communication abilities • Commercial proactivity and strong client orientation • Dynamic, organised, able to take initiative while integrating into a close-knit team and having a sense of responsibility

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 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?

For questions about the job content and application process:

Elif Funcasta HR Manager elif.funcasta@raiffeisen.ch

For questions about the application process:

We look forward to receiving your online application

About us