Bank Cler AG
Basel
2 days ago
Private Customer Advisor Individual Spiegelgasse (f/m) 80-100%
- Publication date:16 October 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Schwarz und Wyss, a diverse and dynamic employer. Enjoy a vibrant work culture and growth opportunities.
Tasks
- Advise clients on financing, investing, and retirement needs.
- Proactively manage and expand your own client portfolio.
- Represent our bank and network within your city.
Skills
- Minimum two years of experience as a consultant with a client book.
- Strong knowledge in investments and mortgages is essential.
- Fluent in German and very good English skills are required.
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About the job
Schwarz und Wyss - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colorful, diverse, and varied. And sometimes quite different than you might think. Like here in the job advertisement. Because who actually says that women are simply implied in male texts? Since we want even more female power at BKB, we simply turn the tables and write in the female form. Men? Of course, still welcome. Would you like to learn more about who we are and how we tick? Gladly.
Your new job
- Comprehensively and needs-based advise customers in the areas of financing, investing, and pension provision
- Proactively manage and expand your own customer portfolio
- Inspire customers with our excellent products and services
- Network and give our bank a face in your city (representation tasks)
What we benefit from
- At least two years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the areas of investments and mortgages
- Enjoy contact with people and the ability to inspire customers
- Enjoy selling
- Confident German and very good English skills
- Experienced in thinking in solutions
How you benefit
- Besides a bank with a lot of tradition, exciting additional opportunities to help shape the group at our young, cheeky subsidiary Bank Cler
- A calm, positive team spirit
- We do not confuse success orientation with elbow mentality
- A workplace in the middle of the city
- Expect 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, Patrick Sohn, Head of Market Spiegelgasse, looks forward to your call at 061 266 27 05. For all other questions about BKB, Michel von Siebenthal is happy to assist you.
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!
