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Wealth Manager - Succession Planning

Raiffeisen Schweiz

Employment type
Full-time
Location
Einsiedeln
First posted
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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 Share 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

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