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Senior Wealth Manager (f/m/d)

Raiffeisenbank Zürich

Employment type
Full-time
Location
Zürich
Company
Raiffeisenbank Zürich, 8049 Zürich
First posted
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Raiffeisenbank Zürich is a successful, strongly growing and dynamic bank with 6 branches in the urban area. Over 90 employees live and work; following the motto "with heart and competence," we are conquering Zürich.

Discover the unique culture that combines entrepreneurial commitment, fairness and personal performance planning and decide on an employer with modern employment conditions, a great variety of tasks and a high degree of creative freedom.

Senior Wealth Manager (f/m/d)

What awaits you?

  • Holistic support and advice for the existing clientele, targeted expansion of the client portfolio as well as active acquisition and gaining of new clients
  • Development of need-based solutions, coordinated with the individual wishes, goals and life situations of the clientele
  • Ensuring professional wealth management and development of tailor-made strategies for long-term wealth development
  • Participation in target group-specific market processing measures such as campaigns, events and representative tasks

What do you bring with you?

  • Completed banking training with further training in banking or finance is an advantage (SAQ certification CWMA Client Advisor)
  • Several years of experience in the wealth and investment business
  • Strengths in distribution, sales and acquisition
  • Digital affinity
  • Enjoyment of constant further training as well as a confident appearance
  • Networking in the region is an advantage

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual technical and personal development and support our employees specifically – with a diverse internal educational offering as well as a cost contribution for external further training.

We maintain a familial environment

The cooperative values are our cornerstones: Together. For one another. They shape our cooperation and our interaction with each other. The "Du" culture creates personal proximity and equality across all functional levels.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties as well as above-average pension benefits.

We enable the purchase of additional vacation weeks

Our employees can purchase up to two additional vacation weeks per year in addition to the regular vacation days.

Do you have questions?

For content-related questions about the position:

Matijas Vujevic
Head of Zürich-Höngg Branch
+41 (43) 2448384

For questions about the application process:

Claudia Lüthi
HR Manager
+41 (43) 2447822

We look forward to your online application

About us

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Posted 1 week ago

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