Private Customer Advisor*in Basic Acquisition, 80%
Bank Avera Genossenschaft
Wetzikon
Key information
- Publication date:20 January 2026
- Workload:80%
- Contract type:Permanent position
- Place of work:Wetzikon
Job summary
Join the largest regional bank in Zurich, Bank Avera, since 1828. Enjoy a supportive work environment with opportunities for professional growth.
Tasks
- Provide holistic consultations on investing, saving, and payments.
- Independently schedule and conduct client meetings.
- Develop existing customer relationships through targeted strategies.
Skills
- Experience in retail banking and client advisory roles preferred.
- Strong communication and interpersonal skills essential.
- Ability to work independently and as part of a team.
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Private Customer Advisor*in Basic Acquisition
(80%)
Description
As the largest regional bank in the canton of Zurich, we are present with twelve branches and over 180 employees in the Zurich Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Welcome to Bank Avera.
For our PKB Acquisition team in Wetzikon, we are looking for a motivated and reliable person as a Private Customer Advisor*in Basic Acquisition, 80%, starting April 2026 or by arrangement.
Private customer advisors Basic Acquisition take care of the team-supported customers in the Retail Banking segment throughout the entire catchment area of Bank Avera. The focus is on independently scheduling and conducting comprehensive consultations in the areas of investing, saving, pension, and payment transactions. With their targeted sales and market development measures, they are responsible for the further development of our existing customers.
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