Basic Private Client Advisor

What awaits you?

• Provide quality advice on payment methods, savings, pension and basic investment solutions
• Offer solutions adapted to the client’s needs, taking into account their personal situation and within the framework of the product offer specific to the "basic services" segment
• Welcome clients within the branch, identify their development potential, inform them and direct them to specialists
• Actively collaborate in market prospecting measures specific to each target group, particularly during contact campaigns
• Develop the current client base by opening accounts and new relationships
• Manage administrative tasks related to the role in compliance with current regulations

What do you bring?

• Commercial employee CFC, ideally with banking training
• Proven experience in Swiss banking
• SAQ certification is an asset
• Excellent presentation and ease in client contact
• Strong sense for advice, sales and reception
• Dynamic, flexible and good team spirit
• Ideally residing in the Nyon or Terre-Sainte 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 use of first names 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 contributes decisively 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?

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

About us