Customer Advisor Private Banking 80-100%

03 April 2026
80 – 100%
Permanent position
Lenzburg

Job summary

Join the innovative Hypothekarbank Lenzburg (HBL) team today! Enjoy a dynamic work environment that embraces digitalization and open banking.

Tasks

Provide comprehensive support for a diverse client portfolio.
Proactively acquire new customers to expand our reach.
Engage in cross-selling and represent the bank at events.

Skills

Several years of experience in managing private banking clients.
Strong customer and service orientation is essential.
A robust network and passion for client acquisition.

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About the job

Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider with a strong affinity for digitalization and open banking culture.

Do you want to actively support us in realizing all our projects? Are you a committed personality with excellent communication skills who knows how to use their advisory competence profitably? Then become part of our motivated and dynamic team and help shape the future of HBL together with us.

Your tasks

Comprehensive advice and support of an existing, demanding customer portfolio
Acquisition of new customers
Active cross-selling
Representation duties as well as participation in customer events

What you bring

Several years of experience in building and managing private banking clients
Further business education (university of applied sciences, HFW, banking diploma) is an advantage
Solid expertise in investment topics
High customer and service orientation
Strong network and enjoyment in acquiring new customers

Our offer

Interesting range of tasks in a dynamic and professional environment
Flat hierarchies with short decision-making paths
Attractive employment conditions
Development opportunities
Uncomplicated informal culture

Interested? Then apply online today. We look forward to receiving your complete application documents.

We only accept direct applications.

Your contact

Liliane Däster, Head of Private Banking, Tel. +41 62 885 13 75
Claudia Feusi, HR Business Partner, Tel. +41 62 885 13 91

Categories:

Bank / Economy, Investment Cons. / Private Banking