Zürcher Kantonalbank und ihre Tochtergesellschaften
Dübendorf
3 days ago
Customer Advisor: Private Clients Affluent
- 06 May 2026
- 100%
- Dübendorf
Job summary
Join our dynamic team in Dübendorf, specializing in customer consulting. Enjoy a supportive work environment with excellent career growth opportunities.
Tasks
- Develop relationships with existing affluent private clients.
- Acquire new customers in the region, focusing on their needs.
- Provide advisory services in finance, real estate, and investments.
Skills
- Banking education or equivalent required; experience in customer service.
- Strong communication and interpersonal skills are essential.
- Proficient in digital tools for a modern consulting approach.
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About the job
80% - 100% | Sales and Customer Advisory | Dübendorf | Experienced Professionals
Our five-member team is responsible for the individual advice and support of affluent private clients in the high-growth region of Dübendorf. We promote an inspiring and appreciative collaboration with internal and external contacts. Together with the Volketswil and Fehraltorf branches, we form a branch group in the Oberland-Pfannenstiel market area.
The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing affluent private clients
- Acquire new clients in the catchment area
- Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Sell standardised products and services in the areas of investments, mortgage financing, pension provision, and payment transactions
- Handle all front-office administrative tasks
- Realise long-term trust building and asset preservation in the context of generational change
- Undertake demanding representation tasks in the spirit of "the nearby bank" and participate in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pension provision
Your Profile
- Completed banking training or equivalent qualification
- Further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training)
- Experience in personal customer support
- Team player with willingness to go the extra mile to achieve ambitious team growth targets
- Affinity and enjoyment in using digital technologies in the advisory process
- You score with your trustworthy, communicative, and empathetic manner
- Your strong acquisition personality with a pronounced sales flair rounds off your profile
Our Offer
- 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 programmes (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
- Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with extensive fringe benefits and discounts from A for pension provision to Z for ZVV BonusPass
Jessica Barletta
is happy to assist you.
Phone: 044 292 65 78
is happy to assist you.
Phone: 044 292 65 78
