Client Advisor: Wealthy Private Clients
Zürcher Kantonalbank
Effretikon
Key information
- Publication date:05 August 2025
- Workload:100%
- Place of work:Effretikon
Job summary
Join our team in Effretikon, where collaboration drives success! Enjoy a supportive work environment and great benefits.
Tasks
- Develop and manage relationships with affluent private clients.
- Assess client needs considering individual goals and life situations.
- Build trust while managing assets across generations.
Skills
- Banking qualification or equivalent training with further education.
- Experience in servicing wealthy private clients and strong financing knowledge.
- Team-oriented with a willingness to go the extra mile for growth.
Is this helpful?
80% - 100% | Sales and Client Consulting | Effretikon | Experienced Professionals
The competence and commitment of our employees significantly contribute to our success record. A great team spirit and the passionate dedication of each individual are our key factors for success. In addition to the activities in our branch in Effretikon, you can expect close collaboration with our specialists. Take the opportunity to be successful together with us.
Your Tasks – Shape More
- Support and develop existing wealthy private clients
- Systematically explore client needs while considering individual wishes, goals, and life situations, if necessary in collaboration with internal specialists
- Build trust and secure wealth during generational change
- Proactive sales of standardized products and services in the areas of investments, real estate financing, retirement planning, and cash management
- Fulfill demanding representation tasks and participate in client events
- Participate in internal projects
- Opportunity to take on training activities or a specialist role in the areas of financing, investing, or retirement planning
Your Profile – Bring More
- Banking education (or equivalent training) and relevant further education (HF, FH, etc.)
- Solid experience in managing wealthy private clients and very good financing knowledge
- Team spirit and willingness to go the extra mile to achieve ambitious team growth goals
- Empathy, authenticity, and emotional intelligence for an emotional customer experience in all situations
- Affinity and enjoyment in using digital technologies in the consulting process
- Openness and willingness to change
Our Offer – Get More
- Support of clients in an interesting catchment area
- Collaboration in a successful and helpful team
- In a joint dialogue on the topic of "Performance & Development", we will develop a plan for your personal development
- We promote interdisciplinary collaboration with other departments as well as entrepreneurial action
- Flexible annual working hours, modern working models, as well as market-compliant salary and diverse additional benefits
Olivier Kurt
looks forward to helping you.
Phone: 044 292 93 26
looks forward to helping you.
Phone: 044 292 93 26
