Zürcher Kantonalbank und ihre Tochtergesellschaften
Winterthur
Customer Advisor: Private Clients Affluent
- 05 August 2026
- 100%
- Winterthur
Job summary
Join our dynamic team in Winterthur, dedicated to client advisory.
Tasks
- Manage and develop relationships with private clients effectively.
- Identify client needs while collaborating with specialists when necessary.
- Build long-term trust and wealth preservation during transitions.
Skills
- Banking education or equivalent; ongoing further education preferred.
- Strong experience with affluent clients, especially in financing.
- Team spirit and proactive approach to achieve shared goals.
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About the job
80% - 100% | Sales and Customer Advisory | Winterthur | Experienced Professionals
Our two teams at the Winterthur location, consisting of a total of 20 dedicated employees, are responsible for the individual advice and support of affluent private clients. Together, we cover a wide catchment area in the Winterthur-Unterland-Limmattal market region.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing private clients
- Explore customer needs, taking into account individual wishes, goals, and life situations – if necessary, in collaboration with internal specialists
- Realise long-term trust building and asset preservation during generational change
- Advise on standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Undertake demanding representation duties and participate in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pensions
- Participate and contribute to internal projects
- Acquisition, customer development, and strong cross-team collaboration complete your role
Your Profile
- Banking qualification or equivalent education
- Completed or ongoing further education (e.g. Certified Financial Planner / Bachelor in Banking & Finance etc.)
- Several years of experience in servicing affluent private clients, ideally with very good knowledge of financing business
- Affinity and enjoyment in using digital technologies in the advisory process
- You bring genuine team spirit, work with commitment, and are highly motivated to work independently towards our goals.
- Your empathetic and authentic manner leads to an emotional customer experience in all life situations.
Our Offer
- Mutual support, team spirit, and independent working are highly valued by us
- Take over an exciting and well-managed client portfolio with lucrative new business
- A modern workplace in a very central branch
- 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, mentoring and support programmes, as well as sports clubs
Vivien Däppen
is happy to assist you.
Phone: 044 292 27 19
is happy to assist you.
Phone: 044 292 27 19
