Client Advisor Private Banking

About the job

Client Advisor Private Banking

80-100% ◆ Lachen and Zurich ◆ f / m / d

Your role:

• You comprehensively support and advise wealthy private clients on all financial matters and act as a competent, trustworthy contact person
• You develop individual investment solutions and assist your clients with long-term wealth planning and structuring
• You recognise customer needs early and convince with tailored solutions as well as excellent service
• You sustainably maintain existing customer relationships and actively expand your network and client portfolio
• You profitably contribute your expertise in investment advice as well as in financing topics

Your education and experience:

• Completed banking training and ideally further education in finance or investment
• Several years of experience in private client support
• Strong understanding of financial markets and economic contexts
• Experience dealing with demanding clients
• Acquisition strength and sales flair

Your working style:

You enjoy developing individually tailored solutions. You act in a service-oriented manner, are engaging and convince with a respectful and partnership-based advisory style. Entrepreneurial thinking is as natural to you as acting with integrity.

Your team:

With us, you work in a collegial, competent environment where mutual support is given. As a partnership-oriented team player, you enjoy working trustfully and on equal footing with others. You are open to new things, contribute ideas and appreciate an environment where you can make a difference and have an impact.

Your perspective with us:

An exciting and varied activity awaits you. You independently handle interesting, challenging tasks and encounter a perspective-rich working and learning environment. Our workplaces are modernly equipped and we offer flexible working time models including home office options.

Are you in?

Below you will find more about us as an employer and Manuel Odermatt (+41 55 285 71 79) from the HR team will be happy to answer your questions.

Apply online now