Customer Advisor: Wealthy Private Clients
Zürcher Kantonalbank und ihre Tochtergesellschaften
Hombrechtikon
Key information
- Publication date:29 October 2025
- Workload:100%
- Place of work:Hombrechtikon
Job summary
Join our dynamic team in Hombrechtikon, specializing in client consultancy. Enjoy a collaborative environment with excellent benefits!
Tasks
- Develop and manage relationships with existing private clients.
- Acquire new clients in the local area through targeted outreach.
- Understand client needs and collaborate with specialists for tailored solutions.
Skills
- Banking qualification or equivalent, with customer experience preferred.
- Strong communication and interpersonal skills for client engagement.
- Sales-oriented personality with a flair for building trust.
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60% - 100% | Sales and Customer Consulting | Hombrechtikon | Experienced Professionals
Our four-member young and dynamic team is responsible for the individual advice and support of wealthy private clients in the Hombrechtikon region. Customer support is our passion – your needs are at the center of our focus. Our goal is to support you as best as possible with comprehensive 360-degree care and to develop sustainable solutions together. Together with the branches Meilen, Männedorf, and Stäfa, we form a branch group in the Zurich Oberland-Pfannenstiel market area.
The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing private clients
- Acquire new customers in the catchment area
- Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Sell standardized products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Achieve long-term trust building and asset preservation in the context of generational change
- Opportunity to take on training activities or a specialist role in financing, investing, or pension planning
- Participate in internal projects
- Perform demanding representation tasks in the spirit of "the local bank"
Your Profile
- Completed banking training or equivalent education
- Further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training) – is an advantage
- Experience in personal customer support
- Affinity and enjoyment in using digital technologies in the consulting process
- You score with your trustworthy, communicative, and empathetic manner
- Your teamwork skills, openness, and willingness to change characterize you
- Your strong acquisition personality with a pronounced sales flair rounds off your profile
Our Offer
- An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
- Your career is important to us as an employer, and therefore we actively promote it
- Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network, and others)
- Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for ZVV bonus pass
Jessica Barletta
is happy to help you.
Phone: 044 292 65 78
is happy to help you.
Phone: 044 292 65 78
