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Turbenthal

    Vermögensberater m/w/d - Turbenthal, Schweiz - Raiffeisen Banken

    Raiffeisen Banken
    Raiffeisen Banken Turbenthal, Schweiz

    vor 1 Tag

    Default job background
    Beschreibung

    Was erwartet Sie?

    • Erkennen und Ausschöpfen des Kundenpotenzials durch aktive und kontinuierliche Betreuung des persönlichen Kundenportefeuilles
    • Gewährleistung einer kompetenten und ganzheitlichen Vermögensberatung
    • Erarbeitung von passenden Lösungen in den Bereichen der Basisprodukte, Vorsorgen, Anlegen, Wohnen und Finanzieren unter Einbezug der individuellen Bedürfnisse, Wünsche, Ziele und Lebenssituation der Kunden
    • Ausbau des bestehenden Kundenstamms durch gezielte Akquisition von Neukunden
    • Mitarbeit bei zielgruppenspezifischen Marktbearbeitungsmassnahmen, insbesondere Kontaktkampagnen und Wahrnehmung repräsentativer Aufgaben

    Was bringen Sie mit?

    • Abgeschlossene Bankausbildung mit entsprechender Weiterbildung im Bank- oder Finanzwesen, Beraterzertifizierung von Vorteil
    • Mehrjährige Erfahrung in der Betreuung eines persönlichen Kundenportefeuilles
    • Kundenorientierte Persönlichkeit mit Beratungs- und Verkaufsgeschick
    • Motivierte, teamfähige und flexible Persönlichkeit, idealerweise mit dem lokalen Markt vertraut
    • Interesse an wirtschaftlichen und politischen Aktualitäten

    Haben Sie Fragen?

    Für inhaltliche Fragen zur Stelle:

    Edi Kiener
    Leiter Vermögensberatung

    Über uns

    Wir sind eine genossenschaftliche Bank mit über 10'000 Mitarbeitenden. Wir machen den Weg frei. Miteinander. Füreinander.

    Entdecken Sie unsere einzigartige Kultur. Wir leben unternehmerisches Engagement und Fairness. Wir vereinen persönliche Lebensplanung und berufliche Weiterentwicklung. Entscheiden Sie sich für einen Arbeitgeber mit modernen Anstellungsbedingungen, grosser Aufgabenvielfalt und hohem Gestaltungsspielraum.


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