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Basic Private Client Advisor

Banque Raiffeisen Moléson

Employment type
Full-time
Location
La Tour-de-Trême
Company
Banque Raiffeisen Moléson, 1635 La Tour-de-Trême
First posted
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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 About us jpiddcab8e6jm jpit0835jm jpiy26jm

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