Team Leader Service Center Financial Consulting
Key information
- Publication date:21 July 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join a leading bank in Zurich assisting clients with key life events. Enjoy a dynamic work environment and numerous benefits.
Tasks
- Lead a team of nine in the financial advisory sector.
- Ensure timely, high-quality processing of 6,000 advisory sessions.
- Develop processes to enhance efficiency and resource optimization.
Skills
- Bank-related education and leadership experience preferred.
- Strong analytical and conceptual thinking skills.
- Customer-oriented approach with a flexible, team player attitude.
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80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals with Personnel Responsibility
As a leading bank in the Zurich economic area, we accompany our clients through all important life events related to family protection, retirement planning and regulation, inheritance, and taxes. We are convinced that empathetic support on these topics makes a decisive difference in consulting.
Do you want to participate in our success with your commitment and help shape the future of financial consulting? We are looking for a dedicated and experienced team leader for our service center for financial consulting. In this role, you will be responsible for leading a team of nine employees. You will significantly contribute to the efficiency and quality of our services and ensure smooth collaboration with sales, specialist departments, and within the team.
- With your leadership qualities, you lead a team of nine employees in financial consulting
- Ensure timely and high-quality preparation and follow-up of approximately 6,000 consulting sessions
- Develop and implement processes to increase efficiency and optimize resources
- Implement and monitor quality management systems
- Responsible for maintaining the booking platform for consulting appointments
- Application manager for internal departmental software
- Responsible for order management, billing process, and dunning of financial consulting
- Responsible for estate management and deadline management of tax mandates
- Banking education with relevant further training (HF, Bachelor, Master, etc.)
- You ideally already have leadership experience, are empathetic, and love working with and developing people and teams
- You approach analytically, think in networks, enjoy conceptual work, and know how to set priorities
- Experience in process optimization and quality management
- You are characterized by a flexible, team-oriented personality and are ready to take on responsibility
- Customer-oriented thinking and acting
- A dedicated and motivated team that looks forward to working with you, your personal development is important to us, and we are happy to support you in this
- Modern workplaces at the headquarters of Zurich Cantonal Bank
- An attractive overall package that offers many benefits and perks beyond the salary
- Access to internal and external networks and mentoring programs (e.g., our Talent Community, Fondsfrauen membership, network "Mensch" and others)
looks forward to helping you.
Phone: 044 292 93 26
