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 a close-knit team in Eglisau focused on customer consulting. Enjoy a supportive work environment with growth opportunities.
Tasks
- Develop and support affluent private clients effectively.
- Understand client needs with a personalized approach.
- Build long-term trust and assist during generational transitions.
Skills
- Banking training or equivalent with relevant experience required.
- Strong team collaboration and openness.
- Empathy and authenticity for excellent customer experiences.
Is this helpful?
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 considering individual wishes, goals, and life situations – if necessary, in collaboration with internal specialists
- Realize long-term trust building and asset preservation in the context of generational change
- Sell standardized products and services in the areas of payment transactions, investments, pension, and real estate financing
- Perform demanding representation tasks and participate in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pension planning
- Participate and contribute to internal projects
Your profile
- Banking education or equivalent training
- Completed further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc. or currently in training
- Experience in serving 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
