Head of Investment Department

What awaits you?

A true expert in investments and pension provision, you participate alongside the Management in the development and implementation of the Bank's strategy in this area, while ensuring the management and development of the investment advisory activity. As a member of the management team, you embody the leadership culture promoted within our institution, ensure the continuous development of your area of expertise and optimise the processes in your sector. You lead the Investment Department, composed of five employees, both technically and humanly, and support your team in achieving its objectives while ensuring an excellent advisory experience for our clients. Alongside your managerial responsibilities, you manage and develop a portfolio of private clients by providing personalised and high value-added support. You advise them on all aspects of their wealth situation, notably in terms of investments, comprehensive financial planning, pension provision, taxation, wealth transfer and retirement preparation. Thanks to your knowledge of the regional market and your network, you actively contribute to acquiring new clients as well as to the development of the Bank's wealth management activity. As a Raiffeisen ambassador, you actively participate in promoting our expertise in wealth advisory and wealth management. You represent our Bank at local and regional events and, together with your team, organise actions and events aimed at enhancing our visibility and showcasing our skills to our clients and partners.

What do you bring?

• Higher banking or economic education, ideally complemented by a SAQ CWMA certification.
• Proven experience in investment advice, wealth management and/or pension provision within a Swiss banking institution.
• Successful experience in leading, developing and supporting a team.
• Excellent mastery of topics related to investments, wealth management, pension provision and comprehensive financial planning.
• Strong network in the Nyon and La Côte region, combined with a real capacity for commercial development and client acquisition.
• Strong client orientation, excellent interpersonal and communication skills.
• Entrepreneurial spirit, strategic vision and sharp business acumen.
• Dynamic, autonomous and proactive personality, capable of uniting teams around ambitious goals.

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape the way 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, thanks to 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:

Elif Funcasta HR Manager elif.funcasta@raiffeisen.ch

For questions about the application process:

We look forward to receiving your online application

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