Zürcher Kantonalbank und ihre Tochtergesellschaften
Pfäffikon
Yesterday
Customer Advisor: Private Clients Affluent
- 16 April 2026
- 100%
- Pfäffikon
Job summary
Join our team in Pfäffikon for exciting sales and consulting roles. Enjoy a collaborative work environment with great benefits.
Tasks
- Develop and manage relationships with affluent private clients.
- Identify client needs, incorporating personal wishes and goals.
- Sell standardized products in finance, real estate, and more.
Skills
- Banking education or equivalent, with strong client service skills.
- Experience with affluent clients and financing knowledge.
- Strong communication skills and a flair for sales.
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About the job
80% - 100% | Sales and Customer Consulting | Pfäffikon | Experienced Professionals
Our team is responsible for the individual advice and support of affluent private clients in the Pfäffikon ZH region. We promote an inspiring and appreciative collaboration with internal and external contacts. Together with the branches Bauma and Wetzikon, we form a branch group in the Oberland-Pfannenstiel market area.
The competence and commitment of our employees contribute significantly to our success record. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
The competence and commitment of our employees contribute significantly to our success record. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
Your tasks
- Support and develop existing private clients
- Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Sales of standardized products and services in the areas of investments, real estate financing, pension, and payment transactions
- Realize long-term trust building as well as asset preservation on the occasion of generational change
- Perform demanding representation tasks in the sense of "the close bank" and participate in customer events
- Opportunity to take on training activities or a specialist function in the areas of financing, investing, or pension planning
Your profile
- Banking training or equivalent education
- Completed further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training)
- Experience in personal support of affluent private clients as well as solid financing knowledge
- Affinity and enjoyment in using digital technologies in the consulting process
- You score with your trustworthy, communicative, and empathetic manner
- Your acquisition-strong personality with a pronounced sales flair rounds off your profile
Our offer
- An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
- Your career is important to us as an employer and we actively promote it
- Interesting catchment area with an exciting customer structure
- Access to internal and external networks and mentoring programs (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
- Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for ZVV bonus pass
Jessica Barletta
is happy to help you.
Phone: 044 292 65 78
is happy to help you.
Phone: 044 292 65 78
