Private Client Advisor: Wealth Management (m/f/d)

About the job

You advise our clients on investments, financing and financial planning personally, competently and on an equal footing

Full-time or part-time, 80 -100%
Start date by arrangement
Bern
Experienced professionals

Are you successful in holistic consulting? Do you maintain trustworthy and long-term customer relationships? Do you want to help shape your environment and develop personally? Then you are right with us!

DC Bank is a bank like no other: it was founded in 1825 by the city of Bern. Our employees actively shape the future. We create and pursue opportunities that advance our clients in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and asset consulting as well as the regional mortgage business, mainly for private clients.

We offer a straightforward and dynamic working environment with room for professional and personal development as well as a collegial and motivated team.

Your opportunities

• You will become part of a well-rehearsed team with diverse tasks, great scope for design and high personal responsibility
• You will take over a private client portfolio with a focus on asset management, portfolio-related asset consulting, home financing and private pension - and continuously develop it
• You will comprehensively care for and advise our demanding clients, identify potential and implement individual solutions
• You will create solution-oriented financial and pension plans – tailored to the goals of our clients
• You will actively engage in market development and acquire new target clients for our bank
• You will actively participate in projects and thus make a valuable contribution to the further development of the bank

You bring with you

• Several years of professional experience in the care of wealthy private clients
• Sound expertise in the areas of investing, financing and pension provision
• A confident, winning manner and enjoyment in acquiring clients
• Strong networking skills to sustainably maintain and expand your strong relationship network in and around Bern
• Entrepreneurial thinking and acting, initiative and visible commitment in fulfilling your responsibilities
• Industry-standard education and training for this attractive job profile

Additional benefits

• Industry-standard employment conditions and social benefits
• A centrally located workplace in Bern city centre
• Flexible working hours, possibility for occasional home office as well as 25 - 35 days of holiday
• Preferential conditions for the bank's own range of services and numerous extras

Do you have questions about the position?
Emilia Marcolino
Head of Wealth Management
031 328 85 44

What happens next
We will contact you promptly as soon as we have carefully reviewed your application.
Apply now