Wealth Manager - Succession Planning
- Employment type
- Full-time
- Location
- Einsiedeln
- First posted
Become part of our team!
Do you want to work where quality, humanity and progress are at the center?
Due to an upcoming retirement, Raiffeisenbank Einsiedeln-Ybrig is looking for a committed, service- and sales-oriented personality as a Wealth Manager.
Application questions instead of a motivation letter
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What awaits you? ##
• Step-by-step takeover of an existing client base
• Recognizing and exploiting client potential through active and continuous management of the existing client portfolio
• Ensuring competent and holistic wealth management (investing, financing and retirement planning)
• Through cross-departmental cooperation as well as targeted acquisition of new clients, you will contribute significantly to the expansion of our existing client portfolio
What do you bring with you? ##
• Customer-oriented and passionate advisory personality with a winning appearance
• Sound professional knowledge of and great interest in financial markets and financial products
• Advisory and sales experience with wealthy clients and a convincing track record
• Independent, committed and goal-oriented way of working
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Posted 2 weeks ago