Basic Private Client Advisor
- Employment type
- Full-time
- Location
- La Tour-de-Trême
- Company
- Banque Raiffeisen Moléson, 1635 La Tour-de-Trême
- First posted
For Banque Raiffeisen Moléson, a very well-established local Bank
Basic Private Client Advisor (f/m)
For Banque Raiffeisen Moléson, a Bank very well established locally in the south of the canton of Fribourg, we are looking for a person as a basic private client advisor (f/m).
Basic Private Client Advisor (f/m)
What awaits you?
Ensure advice on basic services such as savings, payments, investments, as well as pension provision
Develop solutions adapted to the client's needs taking into account their personal situation
Offer a personalized welcome to our clients and guide them according to their needs
Analyze, exploit and optimize client potential through active and continuous monitoring of the branch's client portfolio, in collaboration with advisors from other segments
Develop the current client base through the targeted acquisition of new clients
Guide and accompany our clientele in the use of digital tools
Collaborate on market prospecting measures, such as contact campaigns and external representation
Perform administrative tasks and internal controls related to the function
What do you bring?
Completed banking training or equivalent training
SAQ certification, an asset
Ability to enthuse clients, oriented towards listening and communication
Very good ease and skill in interpersonal relations, sense of welcome and solution orientation
Motivated personality with a very good team and collaboration spirit
Residency in the district is an asset
We work in a friendly environment
Cooperative values are our pillars. Together. One for the other. They shape our way of collaborating and behaving towards each other. The culture of using "tu" promotes personal proximity and exchanges on an equal footing at all functional levels.
We live diversity and equal opportunity
We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our wealth and contributes decisively to our success.
We encourage personal and professional development
Lifelong learning is an integral part of our culture. We create a space conducive to the professional and personal development of each and every one and support our employees in a targeted manner, thanks to a varied internal training offer as well as participation in external development costs.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various discounts with third parties as well as financial stability and old-age provision above average.
Do you have any questions?
For questions about the content of the position:
Nathalie Gremaud Human Resources Manager (f)
For questions about the application process:
We look forward to your online application
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Posted today