Description

Raiffeisen Bank Morges Venoge - a thriving bank well established in the region - is looking to strengthen its private client advisory department by recruiting a Private Individual Client Advisor to join its Morges branch, with a presence at the Etoy branch.


Private Individual Client Advisor


What awaits you?

• Comprehensive advice to private clients, especially in the area of mortgage financing • Advising private clients on pension provision, investments, insurance coverage and taxation • Analysing and exploiting client potential through proactive and continuous portfolio management • Developing the client base through targeted acquisition • Representation tasks within the business area • Preparation of financing files.

What do you bring?

• Solid experience in pension provision, investments and life insurance • Higher education such as a University of Applied Sciences degree or equivalent qualification, complemented by specific advisory modules • 3 years of experience in a similar position within a Swiss bank are essential • Good knowledge of the regional economic fabric • Excellent interpersonal skills and communication abilities • Commercial proactivity and strong client orientation • Dynamic, organised, autonomous, able to take initiative while integrating into a close-knit team.

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 contributes decisively to our success.

We promote 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 training 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:

We offer you a varied activity, attractive employment conditions and opportunities for continuing education. If you identify with this profile, we look forward to receiving your complete application dossier, including copies of diplomas and certificates. Raiffeisen Bank Morges Venoge HR Management Rue du Centre 172 1025 St-Sulpice marjolaine.rohner2@raiffeisen.ch

For questions about the application process:

We look forward to your online application

About us

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