Private Client Advisor, Morges

Raiffeisen Bank Morges Venoge - a growing and well-established bankPrivate Individual Client AdvisorRaiffeisen Bank Morges Venoge - a growing and well-established bank in the region - is looking to strengthen its private client advisory department by hiring a Private Individual Client Advisor to join its Morges branch, with a presence at the Etoy branch.Private Individual Client AdvisorWhat you will do:- Comprehensive advice for private clients, specifically in the field of mortgage financing- Advice to private clients regarding pension provision, investments, insurance coverage, and taxation- Analysis and development of client potential through proactive and continuous portfolio monitoring- Client development through targeted acquisition- Administrative tasks in the area of activity- Processing of credit filesWhat you bring:- Solid experience in the field of pension provision, investments, and life insurance- Higher education degree (HES type or equivalent title), supplemented by specific advisory modules- 3 years of experience in a similar position at a Swiss bank is essential- Good knowledge of the region's economic fabric- Excellent interpersonal skills and a sense of service- Proactive sales approach and strong client focus- Dynamic, organized, autonomous, capable of taking initiatives while integrating into a close-knit teamWe work in a friendly environmentValues are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of using the informal tu fosters personal closeness and exchanges on an equal footing at all levels of the company.We live diversity and equal opportunityWe encourage the 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 developmentLifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of everyone and support our employees in a targeted manner, thanks to a varied internal training offer as well as financial support for further training costs.We offer attractive conditions and social benefitsOur employees benefit from exclusive advantages on banking products, various discounts with third parties, as well as financial stability and retirement provision superior to the legal minimum.Any questions?For questions regarding the content of the position:We offer you a varied activity, attractive employment conditions, and possibilities for continuing education. If you recognize yourself in this profile, we look forward to receiving your complete application file with copies of diplomas and certificates.Raiffeisen Bank Morges VenogeHR DepartmentRue du CentreSt-SulpiceFor questions regarding the recruitment process, we look forward to your online application.About us jid928969faen jit0623aen jpiy26aen