Individual Customer Advisor Schaffhausen (m/f) 80-100%
Bank Cler AG
Schaffhausen
Key information
- Publication date:29 July 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Schaffhausen
Job summary
Join a leading bank in Schaffhausen, offering tailored financial advice. Enjoy a supportive environment with great benefits.
Tasks
- Advise clients on financing, investing, and retirement planning.
- Proactively manage and grow your own client portfolio.
- Engage clients with our outstanding products and services.
Skills
- Experience as a consultant with a personal client book.
- Strong knowledge of mortgages and investments.
- Excellent interpersonal skills and sales ability.
Is this helpful?
Your new job
- Comprehensively and needs-based advise customers in the areas of financing, investing, and retirement planning
- Proactively manage and expand your own customer portfolio
- Inspire customers with our excellent products and services
- Network and give our bank a face in your city
What we benefit from
- Solid and several years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the area of mortgages and investments
- Enjoyment in contact with people and the ability to inspire customers
- Enjoy selling and advising
- Skilled in thinking in solutions
How you benefit
- An open approach to the topic of money, including pay equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow mentality
- A workplace in the best location in Schaffhausen
- Do you expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is about professional matters, Shela Bolli, branch manager, looks forward to your call at 052 632 32 51. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
