Private Client Advisor

Posted 2 hours 54 minutes ago by Banque Raiffeisen

Permanent
Not Specified
Other
Fribourg, Fribourg, Switzerland
Job Description
Raiffeisen Bank Marly-Cousimbert is a thriving local private client bank with branches in Rossens, Marly, and Fribourg. The bank currently has a total balance sheet of approximately one billion francs and diligently ensures the well-being of its members and clients. As the development of our client base is essential, we are seeking a private client advisor with a focus on customer experience and the ability to provide tailored and quality client advice.Private Client AdvisorResponsibilities:- Managing a portfolio of clients as part of a team (CPB segment),- Advising on basic products (payments, savings, investments) and tailored solutions to meet individual client needs, wishes, goals, and personal circumstances,- Developing existing clientele,- Targeted acquisition of new clients with banking experience, ideally with SAQ credentials.Requirements:- Customer-oriented approach and advisory skills,- Ease in interpersonal communication,- Good team spirit, flexibility, and adaptability.We work in a friendly environment. Our values are our pillars. Together. For one another. They shape our way of collaborating and treating each other. The culture of using first names fosters personal closeness and equal exchanges at all levels. We live diversity and equality of opportunity. We encourage diverse perspectives, experiences, and skills within our teams. This diversity is our strength and decisively contributes to our success.We promote personal and professional development. Lifelong learning is an integral part of our culture. We create a conducive space for the professional and personal development of everyone and support our team members in a targeted manner through a varied internal training offer and coverage of further education costs.We offer attractive employment conditions and social benefits, exclusive advantages on banking products, various discounts with third parties, as well as financial stability and superior retirement provisions.For questions about the position:Luca Luceri, Head of Private Client AdvisoryFor questions about the process:Bartholmä, Head of Human ResourcesWe look forward to your application online. About us. jid264b786aen jit0206aen jpiy26aen