Bank Cler AG
Neuchâtel
Individual Client Advisor Neuchâtel
- 07 August 2026
- 80 – 100%
- Permanent position
- Neuchâtel
About the job
As a young subsidiary of Basler Kantonalbank, we launched " Zak ", the first smartphone bank on the Swiss market. This makes us a tad quicker, smarter and perhaps even bolder than other banks. We also address the topic of money openly and, generally speaking, we talk about the issues that matter to us in a direct way. For example, the need to see more women in leadership positions. That is why we particularly welcome applications from women. And men? They are of course always welcome. Would you like to learn more about us, to know who we are and how we operate? With pleasure .
Individual Client Advisor Neuchâtel
David, Elisabete, Karim, Nathan, Melissa and other colleagues need reinforcement. In other words, they need you!
Your mission
- Advise clients comprehensively and needs-oriented in the areas of Financing, Investments and Pension provision.
- Manage and proactively develop your own client portfolio.
- Enthuse clients about our excellent products and services.
- Create networks and contribute to the reputation of our bank in your city (representative tasks).
- Participate in organising and accompany client events with style and elegance.
Your contribution
- At least 3-5 years of professional experience as an advisor managing your own client portfolio.
- Excellent knowledge of mortgages and investments.
- Friendly contact with others and the ability to enthuse clients.
- Enjoyment of selling, especially in the area of investments.
- SAQ certification as an Individual Client Advisor is desirable.
- A solution-oriented mindset.
Your benefits
- Open discussion about money, including equal pay – which is a reality with us
- A positive and calm team spirit
- A workplace in the city centre.
- Expect a comprehensive employment package from us? You are right. You can discover here the details and many other benefits.
Any questions?
P.S.: Because we are looking for a banking professional and not a copywriter, you can save yourself the trouble of writing a cover letter. Instead, we would prefer you to answer three small questions in the application tool. Thank you!
