Zürcher Kantonalbank und ihre Tochtergesellschaften
Dübendorf
Private Customer Advisor Affluent
- 12 August 2026
- 100%
- Dübendorf
Job summary
Join our dynamic team in Dübendorf, focused on private client consulting. Enjoy a supportive work environment with growth opportunities and great benefits.
Tasks
- Develop and manage relationships with affluent private clients.
- Acquire new clients in the Dübendorf area.
- Assess client needs, collaborating with specialists as needed.
Skills
- Banking qualification or equivalent, with experience in client care.
- Strong communication and interpersonal skills are essential.
- Sales-oriented personality with a flair for acquisition.
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About the job
80% - 100% | Sales and Customer Advisory | Dübendorf | Experienced Professionals
Our five-member team is responsible for the individual advice and support of affluent private customers in the high-growth region of Dübendorf. We promote an inspiring and appreciative collaboration with internal and external contacts. Together with the branches in Volketswil and Fehraltorf, we form a branch group in the Oberland-Pfannenstiel market area.
The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing affluent private customers
- Acquire new customers in the catchment area
- Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Sell standardised products and services in the areas of investments, real estate 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 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 (completed or in training)
- Experience in personal customer support
- Team player with willingness to go the extra mile to achieve ambitious team growth targets
- Affinity for and enjoyment in using digital technologies in the advisory process
- You score with your trustworthy, communicative, and empathetic manner
- Your strong acquisition 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 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
