Customer Advisor: Wealthy Private Clients
Zürcher Kantonalbank
Zürich-Altstetten
Key information
- Publication date:25 July 2025
- Workload:100%
- Place of work:Zürich-Altstetten
Job summary
Join our dynamic team in Zürich-Altstetten, dedicated to wealth management. Enjoy a collaborative work environment and great benefits.
Tasks
- Support and develop existing private clients in Limmattal.
- Understand client needs with specialists for tailored solutions.
- Sell standard products in finance, investments, and real estate.
Skills
- Completed banking training or equivalent, with relevant experience.
- Strong communication skills and empathy in client interactions.
- Sales-oriented personality with a flair for acquisition.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Zurich-Altstetten | Experienced Professionals
Our seven-member motivated and dynamic team is responsible for the individual consulting and support of wealthy private clients in the Limmattal region. We promote inspiring and appreciative collaboration with internal and external contacts. Together with the branches in Schlieren and Dietikon, we form the Limmattal branch group.
The competence and commitment of our employees significantly contribute to our success record. A good interplay in the team and passionate commitment are our key factors for success. Take the opportunity to be successful together with us and our strengths-based leadership culture.
Your Tasks – Shape More
- Support and develop existing wealthy private clients
- Explore customer needs considering individual wishes, goals, and life situations – if necessary, in collaboration with internal specialists
- Sell standardized products and services in the areas of cash transactions, investments, retirement planning, and real estate financing
- Handle all front-related administrative tasks
- Establish long-term trust and preserve wealth during generational change
- Take on demanding representation tasks in the sense of "the nearby bank"
- Opportunity to take on the role of practical trainer
- Participate and contribute to internal projects
Your Profile – Bring More
- Completed banking training or equivalent education
- Further education, e.g., HFBF / FA Financial Planner / Bachelor's in Banking & Finance (completed or in training) – is an advantage
- Several years of experience in personal customer care
- Affinity and joy in using digital technologies in the consulting process
- You score points with your trustworthy, communicative, and empathetic nature
- Your acquisition-strong personality with a pronounced sales flair rounds off your profile
Our Offer – Get More
- Take over an exciting and well-managed customer portfolio
- An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
- Your career is important to us as an employer, and therefore we actively promote it
- Access to internal and external networks and mentoring programs (e.g., our Talent Community, Queers & Peers, Fondsfrauen membership, network "Mensch" and others)
- Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with extensive benefits and perks from A like retirement planning to Z like zoo tickets
Jessica Barletta
is looking forward to helping you.
Phone: 044 292 65 78
is looking forward to helping you.
Phone: 044 292 65 78
