Conseiller(ère) en gestion de fortune & prévoyance (f/h)

ppJoining Raiffeisen Bank Monthey means evolving within a modern and human-sized structure, where closeness, team spirit and cooperative values guide our daily actions. Do you want to take on a new challenge and actively contribute to the development of our wealth management activity? We look forward to meeting you. /p h3Wealth Pension Management Advisor (m/f) /h3 h3What awaits you? /h3 ul liManage, retain and develop a client portfolio through personalised support and acquisition of new relationships. /li liProvide comprehensive advice on investment, pension, retirement and estate planning. /li liDevelop and implement investment strategies tailored to each client’s profile, objectives and needs. /li liDevelop solutions adapted to client needs and promote the adoption of digital services. /li liContribute to the development and visibility of the wealth management activity through prospecting and representation actions. /li /ul h3What do you bring? /h3 ul liComplete banking training (banking CFC or equivalent qualification), accompanied by SAQ CWMA certification or willingness to obtain it within the role. /li liFederal diploma, higher education or specialisation in wealth management is an asset. /li liProven experience in wealth management or investment advice. /li liStrong pension expertise and ability to adopt a holistic approach to wealth. /li liEnterprising, autonomous and solution-oriented personality. /li liStrong commercial spirit and knowledge of the local economic fabric. /li liResident in Switzerland, ideally in the Chablais region. /li /ul h3We work in a friendly environment /h3 pCooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of informal address fosters personal closeness and exchanges on an equal footing at all levels of function. /p h3We embrace diversity and equal opportunities /h3 pWe encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and decisively contributes to our success. /p h3We support personal and professional development /h3 pLifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner through a varied internal training offer as well as contributions to external training costs. /p h3We offer attractive conditions and social benefits /h3 pOur employees benefit from exclusive advantages on banking products, various discounts with third parties as well as financial stability and above-average retirement provision. /p h3Do you have any questions? /h3 h3What we offer you: /h3 ul liA modern working environment within a dynamic regional bank. /li liA varied activity offering plenty of scope for initiative and autonomy. /li liA corporate culture based on closeness, trust and cooperative spirit, with prospects for development. /li /ul h3For questions about the application process: /h3 pYour application will be treated confidentially. We thank all applicants for their interest. Only applications matching the profile sought will receive a response. /p /p #J-18808-Ljbffr