Zürcher Kantonalbank und ihre Tochtergesellschaften
Wetzikon
Customer Advisor: Affluent Private Clients – Wetzikon Branch
- 12 August 2026
- 100%
- Wetzikon
Job summary
Join our dynamic team in Wetzikon, specializing in client advisory.
Tasks
- Support and develop existing private clients with care.
- Identify client needs, integrating their goals and situations.
- Build long-term trust and manage wealth during transitions.
Skills
- Banking education or equivalent with ongoing training is required.
- Experience with affluent private clientele and financing knowledge.
- Embrace digital tools to enhance the advisory process.
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About the job
60% - 100% | Sales and Customer Advisory | Wetzikon | Experienced Professionals
Our 6-member team is responsible for the individual advice and support of affluent private clients in Wetzikon. Together with the branches in Pfäffikon ZH and Bauma, 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. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit 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 private clients
- Explore customer needs including individual wishes, goals, and life situations – if necessary, in collaboration with internal specialists
- Realise long-term trust building and asset preservation during generational change
- Advise on standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Undertake demanding representation duties and participate in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pensions
- Participate and contribute to internal projects
Your Profile
- Banking qualification or equivalent education as well as completed or ongoing further training (e.g. Certified Financial Planner, Bachelor in Banking & Finance, Higher Diploma in Business Administration etc.)
- Several years of experience in servicing affluent private clients with good knowledge of financing business
- Affinity for and enjoyment in using digital technologies in the advisory process
- You bring genuine team spirit, work with commitment, and are highly motivated to achieve our goals on your own initiative.
- Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations.
Our Offer
- Mutual support, team spirit, and independent working are highly valued by us
- Take over an exciting and well-managed senior client portfolio with attractive new business
- Top modern workplace in the newly opened branch in Wetzikon with spacious office facilities
- Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development
- Access to internal and external networks, mentoring and support programmes, as well as sports clubs
Patrik Weymann
is happy to assist you.
Phone: 044 292 27 65
is happy to assist you.
Phone: 044 292 27 65
