Client Advisor: Wealthy Private Clients
Zürcher Kantonalbank
Meilen
Key information
- Publication date:08 July 2025
- Workload:100%
- Place of work:Meilen
Job summary
Join our team in Meilen, where expertise drives success. Enjoy a collaborative work environment with growth opportunities!
Tasks
- Support and develop existing wealthy private clients effectively.
- Identify client needs while collaborating with specialists as needed.
- Build trust and secure wealth across generations proactively.
Skills
- Bank education or equivalent, plus further qualifications required.
- Strong experience with affluent private clientele and financing.
- Empathy and emotional intelligence for enhanced client experiences.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Meilen | 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 Meilen, you can expect close collaboration with our specialists. Take the opportunity to be successful together with us.
Your Tasks – Shape More
- Care and development of existing wealthy private clients
- Systematic exploration of customer needs, taking into account individual wishes, goals, and life situations, if necessary in collaboration with internal specialists
- Building trust and securing wealth during generational change
- Proactive sales of standardized products and services in the areas of investments, real estate financing, retirement planning, and cash management
- Fulfillment of demanding representation tasks and participation in customer events
- Participation 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 servicing 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
- Care of clients in an interesting and challenging 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 various additional benefits
Lucie Kulhanek
looks forward to helping you.
Phone: 044 292 27 62
looks forward to helping you.
Phone: 044 292 27 62
