Private Client Advisor (w/m/d)
- Employment type
- Full-time
- Location
- Wetzikon
- First posted
Become part of our team!
For Raiffeisenbank Zürcher Oberland, a successful and locally oriented bank with branches in Uster, Gossau, Pfäffikon, Wetzikon and in Hinwil, we are looking for a personality as a Private Client Advisor (w/m/d) with the workplace in Wetzikon.
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What awaits you? ##
• Comprehensive, needs-oriented and solution-oriented advice for customers in all credit matters
• Advice for customers on questions of pension, protection, retirement and investment topics
• Building up your own client book through targeted acquisition of new customers
• Recognizing and exploiting customer potential through active and continuous care of the customer portfolio
• Collaboration on target group-specific market development measures such as contact campaigns, events and representative tasks
What do you bring with you? ##
• Completed banking training or further education in the banking or finance sector
• Proven professional experience in advising credit and mortgage customers with an affinity for investment and pension topics
• Strong customer- and sales-oriented thinking and acting
• Independent and responsible way of working
• Teamwork skills, initiative, flexibility
• Sympathetic and winning appearance
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Posted 4 weeks ago