Bank Cler AG
Schaffhausen
Last month
Private Customer Advisor Individual Schaffhausen (m/f)
- 03 December 2025
- 100%
- Permanent position
- Schaffhausen
Job summary
Join the Schaffhausen team as we seek new talent! This is an exciting opportunity to grow in a supportive environment.
Tasks
- Advise clients on financing, investing, and retirement needs.
- Proactively manage and expand your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- Experience as a consultant with a client portfolio required.
- Strong knowledge in mortgages and investments essential.
- Great people skills and a passion for sales and advising.
Is this helpful?
About the job
Nadja, Gjylisha, Lynn, and Leon from the team in Schaffhausen are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advise customers in the areas of financing, investing, and pension provision
- Proactively manage and expand your own customer portfolio
- Inspire customers for our excellent products and services
- Network and give our bank a face in your city
What we benefit from
- Solid and several years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the area of mortgages and investments
- Enjoyment in contact with people and the ability to inspire customers
- Enjoy selling and advising
- Experienced in thinking in solutions
How you benefit
- An open approach to the topic of money, including salary equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow mentality
- A workplace in the best location in Schaffhausen
- Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it’s about professional matters, Simon Dahinden, Market Area Manager East, looks forward to your call at 071 227 65 35. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can skip the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
