Burgergemeinde Bern, Casino Bern
Bern
Yesterday
Private Client Advisor: Wealth Management (m/f/d)
- 10 February 2026
- 100%
- Permanent position
- Bern
Job summary
DC Bank, founded in 1825, is a unique financial institution. Join us for a dynamic work environment focused on personal and professional growth.
Tasks
- Advise clients on investments, financing, and financial planning.
- Manage a private client portfolio with a focus on wealth management.
- Develop tailored financial solutions and engage in market outreach.
Skills
- Several years of experience in managing affluent clients required.
- Strong relationship-building and networking skills essential.
- Proactive mindset and entrepreneurial spirit are a must.
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About the job
DC Bank is a bank like no other: it was founded in 1825 by the city of Bern and has been an institution of the Burgergemeinde Bern since 1852.
At our company, 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 portfolio-related asset consulting as well as 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.
At our company, 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 portfolio-related asset consulting as well as 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.
Private Client Advisor: Wealth Management (m/f/d)
You advise our clients on investments, financing, and financial planning - personally, competently, and on equal footing
Are you successful in holistic consulting? Do you maintain trustworthy and long-term customer relationships? Do you want to actively contribute, help shape your environment, and develop personally? Then you are right with us!
Your opportunities
- You are part of a well-coordinated team with diverse tasks, great creative freedom, and high personal responsibility
- You 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 comprehensively support and advise our demanding clients, recognize potential, and implement individual solutions
- You create solution-oriented financial and pension plans - tailored to the goals of our clients
- You actively engage in market development and acquire new target clients for our bank
- You 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 serving wealthy private clients
- Solid expertise in the areas of investing, financing, and pension planning
- A confident, winning demeanor 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
Excellent working environment - Great Place to Work® – certified
DC Bank was certified as a "Great Place to Work®" employer in 2025 – a quality seal based on the honest feedback of our employees. Trust, responsibility, and development – that is our working world.What happens next
We will contact you promptly as soon as we have carefully reviewed your application.
We will contact you promptly as soon as we have carefully reviewed your application.
