Customer Advisor: Wealthy Private Clients
Zürcher Kantonalbank und ihre Tochtergesellschaften
Eglisau
Key information
- Publication date:12 September 2025
- Workload:100%
- Place of work:Eglisau
Job summary
Join our close-knit team in Eglisau, dedicated to customer care. Enjoy a supportive work environment with great benefits.
Tasks
- Develop and manage relationships with affluent private clients.
- Understand client needs, goals, and life situations individually.
- Build long-term trust while managing wealth through transitions.
Skills
- Banking qualification or equivalent with experience in client care.
- Affinity for digital technologies in the advisory process.
- Empathy and authenticity for exceptional customer experiences.
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80% - 100% | Sales and Customer Consulting | Eglisau | Experienced Professionals
We are a family-oriented and regionally rooted team in Eglisau with 4 dedicated colleagues, working with great cohesion, motivation, and joy. Together with the branches in Dielsdorf and Bülach, we are responsible for advising and supporting wealthy private clients in the Zurich North market area. We value an individual, personal, and long-term customer relationship. Our work is characterized by team spirit, mutual support, and a positive atmosphere.
To complement our team, we are looking for a personality who enjoys customer consulting and wants to contribute in a dynamic environment
To complement our team, we are looking for a personality who enjoys customer consulting and wants to contribute in a dynamic environment
Your Tasks
- Support and develop wealthy private clients
- Explore customer needs taking into account individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Realize long-term trust building as well as asset preservation on the occasion of generational change
- Sell standardized products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Perform demanding representation tasks and participate in customer events
- Opportunity to take on training activities or a specialist function in the areas of financing, investing, or pensions
- Participate and collaborate in internal projects
Your Profile
- Banking training or equivalent education
- Completed further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc. or currently in training
- Experience in supporting wealthy private clients
- Affinity and enjoyment in using digital technologies in the consulting process
- You score with your teamwork skills, openness, and willingness to change
- Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations
Our Offer
- Mutual support, team spirit, and independent work are highly valued by us
- Taking over an exciting customer portfolio
- Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development
- Access to internal and external networks and mentoring programs (e.g. our Talent Community, 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
