Client Advisor for Wealthy Private Clients
Zürcher Kantonalbank
Pfäffikon
Key information
- Publication date:04 August 2025
- Workload:100%
- Place of work:Pfäffikon
Job summary
Join our team in Pfäffikon for a rewarding career in customer consulting. Enjoy a collaborative work environment with strong leadership.
Tasks
- Proactively sell standardized products in finance and real estate.
- Acquire new clients and develop existing customer relationships.
- Understand client needs and collaborate with specialists as needed.
Skills
- Banking education or equivalent; further training is a plus.
- Strong interpersonal skills and a communicative approach.
- Sales-driven personality with a flair for acquisition.
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60% - 100% | Sales and Customer Consulting | Pfäffikon | Experienced Professionals
The competence and commitment of our employees significantly contribute to our success record. A good interplay in the team and passionate dedication 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
- Proactively selling standardized products and services in the areas of cash transactions, investments, retirement planning, and real estate financing
- Acquiring new clients in the catchment area as well as supporting and developing existing private clients
- Systematically exploring customer needs while considering individual wishes, goals, and life situations, if necessary in collaboration with internal specialists
- Handling all front-related administrative tasks
- Establishing long-term trust and preserving wealth during generational change
- Taking on demanding representation tasks in the sense of "the nearby bank"
Your Profile – Bring More
- Banking education or equivalent qualification
- Further education (completed or in training) e.g. HFBF, FA Financial Planner, Bachelor's in Banking & Finance is an advantage
- Solid 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
- 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
- Access to internal and external networks and mentoring programs (e.g. our High Potential 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
- An attractive overall package with extensive benefits and perks from A like retirement planning to Z like zoo tickets
Olivier Kurt
looks forward to helping you.
Phone: 044 292 93 26
looks forward to helping you.
Phone: 044 292 93 26
