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Open nowPosted 3 days ago

Senior Vermögensberater (w/m/d)

Raiffeisen Schweiz

Where
Winterthur, ZH, Switzerland
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Your applicationOpen nowSenior Vermögensberater (w/m/d)Raiffeisen Schweiz · Winterthur, ZH, Switzerland

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Raiffeisen Schweiz's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 3 days ago

The posting

Werde Teil unseres Teams!

Erfolg entsteht dort, wo Kompetenz auf echte Nähe trifft. Als regional verankerte und eigenständige Genossenschaftsbank begleiten wir unsere Kundinnen und Kunden mit persönlicher Beratung und modernen Finanzlösungen nachhaltig auf ihrem finanziellen Weg.

Unser siebenköpfiges Vermögensberatungsteam betreut anspruchsvolle Kundenportfolios in einem wirtschaftlich starken und attraktiven Marktgebiet und prägt die erfolgreiche Weiterentwicklung unseres Anlage- und Vorsorgegeschäfts aktiv mit.

Zur Verstärkung unseres Teams suchen wir per sofort oder nach Vereinbarung eine erfahrene Persönlichkeit mit Leidenschaft für die Vermögensberatung und dem Anspruch, Kundenbeziehungen nachhaltig weiterzuentwickeln.

Bewerbungsfragen anstatt Motivationsschreiben

Teilen

Was erwartet dich? ##

  • Du betreust und entwickelst ein eigenes Kundenportfolio von vermögenden Privatkundinnen und Privatkunden und begleitest sie in allen finanziellen Lebenslagen.
  • Du erkennst Potenziale in den Bereichen Anlegen, Vorsorge und Finanzieren und entwickelst daraus bedürfnisgerechte Lösungen.
  • Du gewinnst aktiv neue Kundinnen und Kunden, pflegst dein Netzwerk und repräsentierst die Bank bei Anlässen und Kundenveranstaltungen.
  • Du beobachtest Entwicklungen an den Finanzmärkten und bringst deine Expertise gezielt in die Beratung und den internen Wissenstransfer ein.
  • Du arbeitest bereichsübergreifend zusammen und gestaltest die Weiterentwicklung unseres Anlage- und Vorsorgegeschäfts aktiv mit.

Was bringst du mit? ##

  • Mehrjährige Berufserfahrung in der ganzheitlichen Beratung von vermögenden Privatkundinnen und Privatkunden
  • Fundierte Fachkenntnisse in den Bereichen Anlegen, Vorsorge und Finanzieren
  • Bankfachliche Aus-/Weiterbildung auf Tertiärstufe
  • Ausgeprägte Kunden- und Dienstleistungsorientierung sowie Freude am Aufbau langfristiger Kundenbeziehungen
  • Gewinnende Persönlichkeit mit hoher Eigeninitiative, unternehmerischem Denken und sicherem Auftreten

Posting text belongs to the employer. Removal requests: contact us.

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  1. A CV for this posting

    Written against Raiffeisen Schweiz's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Raiffeisen Schweiz's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Raiffeisen Schweiz's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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