Private Customer Advisor Individual Schaffhausen (m/f)
Bank Cler AG
Schaffhausen
Key information
- Publication date:03 December 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Schaffhausen
Job summary
Join Nadja, Gyjlisha, Lynn, Leon, and Shela in Schaffhausen! Exciting opportunities await in a supportive environment.
Tasks
- Provide comprehensive advice to clients in financing and investment.
- Proactively manage and grow your own client book.
- Network and represent our bank in your city.
Skills
- Solid experience as an advisor with a client book required.
- Strong knowledge in mortgages and investments needed.
- Passion for client engagement and sales essential.
Is this helpful?
Nadja, Gyjlisha, Lynn, Leon and Shela 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
- Enthuse customers about 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
- Enjoy 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 pay 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
- Do you expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is 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 save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!