Private Customer Advisor Private Customer Business 100% (m/f/d)

What is my role?

• The strategic development and continuous expansion of a network of independent asset managers

• The support and targeted expansion of an existing eVV customer portfolio with various asset managers and their end customers

• The proactive identification of customer needs and the development of tailored financial solutions in the areas of investing, financing and basic services

• The collaboration with internal specialists to develop customised customer offers

• The active shaping and further development of the business area for external asset managers

• The representative representation of our customer at specialist events and industry networking meetings

What do I need to be successful?

• Well-established network of independent asset managers and the ability to continuously expand it

• Strategic thinking with a focus on sustainable, long-term business relationships

• Completed higher banking or business administration education

• Several years of professional experience in working with external asset managers or in private banking

• Comprehensive expertise in investment business as well as solid basic knowledge in lending business, especially in the mortgage and Lombard area

• Strong team skills and excellent service orientation

• Communication talent and enjoyment of daily exchange with customers as well as internal and external specialists

What are my benefits?

• A corporate culture with respectful interaction and working on equal footing without rigid hierarchies

• The opportunity to actively contribute your expertise and take on responsibility

• Short decision-making paths for efficient action

• A comprehensive health concept for your physical and mental well-being

• Attractive remuneration with transparent fixed and variable salary components

• Above-average pension benefits for your financial security

• Family-friendly conditions with 16 weeks of paid maternity leave

• Discounted lunch and special conditions on banking products and services

• Full cost coverage for professional training as well as access to internal training offers

• Flexible working models with up to two home office days per week (depending on activity)

• Various working time models for an optimal work-life balance

• Possibility for sabbaticals and the acquisition of additional vacation days

Languages
German: C2 - Native level
English: C1 - Business fluent

Workplace
Lucerne

Vacancy number
VA-B35-WD5