Banking / Financial Services: Private Client Advisor

We are looking for a new Private Client Advisor to join our competent advisory team in Zurich.

Requirement

  • Sound, basic banking training
  • Proven experience in providing holistic advice to banking clients incl. investments and mortgages
  • Willingness to develop professionally in banking
  • High customer orientation and pleasure in selling our products
  • Convincing and winning personality

Duty

  • Advising our private clients in the areas of mortgages, investments and pensions
  • Ensure needs-based basic advice in the areas of accounts, cards, payments and savings
  • Building up your own customer portfolio and maintaining and expanding existing customer relationships
  • Ensure that acquisition and sales opportunities are exploited in line with needs
  • Implementing branch targets

Benefit

  • Modern employment conditions and fair remuneration
  • Varied and exciting range of tasks
  • Good team spirit
  • Appreciative corporate culture