Bank Cler AG
Basel
Last month
Customer Advisor Individual Basel (m/f)
- 17 December 2025
- 100%
- Permanent position
- Basel
Job summary
Join our dynamic team in Basel focused on private customers! This is a great opportunity to thrive in a collaborative work environment.
Tasks
- Provide tailored advice on savings, investments, and financing.
- Proactively manage and expand your own customer portfolio.
- Engage customers with our excellent products and services.
Skills
- Experience in consulting with a personal customer book is essential.
- Strong knowledge of investments and financing options.
- Enjoyment in sales and advisory roles.
Is this helpful?
About the job
Andreas, Elena, Yannick and other colleagues from the Private Customers Individual Basel team are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advising customers in the areas of Numbers & Saving, Pension, Investing and Financing
- Proactively managing and expanding your own customer portfolio
- Enthusing customers about our excellent products and services
- Networking and giving 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 areas of investments and financing
- Enjoyment in selling and advising
- Experienced in thinking in solutions
How you benefit
- An open approach to the topic of money, including salary equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow mentality
- A workplace in the middle of Basel, a cozy 5-minute walk from the train station
- Are you expecting 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, Alban Basha, team leader, looks forward to your call at 061 286 26 19. For all other questions about working at perhaps the coolest bank in Switzerland, Dominique Henzi, HR Business Partner, is available at 031 327 75 91.
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!
Dominique Henzi
HR Business Partner