Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Customer Advisor: Private Clients Affluent
- 01 September 2026
- 100%
- Zürich
Job summary
Join our dynamic team in Zurich focusing on wealth management. Enjoy a supportive work environment with growth opportunities.
Tasks
- Develop and manage relationships with affluent private clients.
- Acquire new clients in the Zurich Oerlikon area.
- Understand client needs while collaborating with specialists.
Skills
- Completed banking education or equivalent with relevant experience.
- Strong communication and interpersonal skills required.
- Sales-driven personality with a customer-centric approach.
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About the job
80% - 100% | Sales and Customer Advisory | Zurich | Experienced Professionals
Our 11-member team is responsible for the individual advice and support of affluent private clients in the Zurich Oerlikon region. Together with the branches in Regensdorf and Schwamendingen, we form a branch group in the Winterthur-Unterland-Limmattal market area.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing affluent private clients
- Acquire new clients in the catchment area
- Explore customer needs including individual wishes, goals, and life situations – if necessary in collaboration with internal specialists
- Sell standardised products and services in the areas of investments, mortgage financing, pension provision, and payment transactions
- Handle all front-office administrative tasks
- Realise long-term trust building and asset preservation during generational change
- Undertake demanding representation tasks in the spirit of "the close bank" and participate in customer events
- Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension provision
Your Profile
- Completed banking training or equivalent qualification
- Further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance
- Several years of experience in personal support of affluent private clients
- Team player with willingness to go the extra mile to achieve ambitious team growth targets
- Affinity and enjoyment in using digital technologies in the advisory process
- You score with your trustworthy, communicative, and empathetic manner
- Your acquisition-strong personality with a pronounced sales flair rounds off your profile
Our Offer
- An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
- Your career is important to us as an employer, and therefore we actively promote it
- Access to internal and external networks and mentoring programmes (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
- Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with extensive fringe benefits and discounts from A for pension provision to Z for ZVV BonusPass
Vivien Däppen
is happy to assist you.
Phone: 044 292 27 19
is happy to assist you.
Phone: 044 292 27 19
