Bank Cler AG
Basel
Individual Customer Advisor Abroad (Germany) 80-100%
- 14 July 2026
- 80 – 100%
- Permanent position
- Basel
Job summary
Join Schwarz und Wyss, a diverse and vibrant employer since 1899. Enjoy a supportive and inclusive work environment with numerous benefits.
Tasks
- Advise individual clients in Germany comprehensively and effectively.
- Proactively manage and develop your own client portfolio.
- Promote cross-selling and collaboration across segments.
Skills
- At least three years of experience as a consultant with a client book.
- Strong knowledge in investment and good understanding of retirement planning.
- Excellent communication skills and a passion for engaging clients.
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About the job
Black and white - our favourite colours since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colourful, diverse and varied. And sometimes quite different from what you might think. As here in the job advertisement. Because who actually says that women are simply included in male texts? Because we want even more female power at BKB, we simply turn the tables and write in the female form. Men? Of course, they are still welcome. Would you like to learn more about who we are and how we tick? ? Gladly.
Your new job
- Comprehensively and needs-based advising customers from the individual customer segment domiciled in Germany
- Proactively managing and further developing your own client portfolio
- Customer approach and active, needs-based sale of our services as well as cross-selling in compliance with regulatory requirements
- Promoting cross-segment collaboration to systematically tap customer potential
What we benefit from
- At least three years of professional experience as an advisor with your own client portfolio, ideally with customers domiciled in Germany
- Very good knowledge in the area of investments and good knowledge in the area of pension provision
- Enjoyment in contact with people and the ability to inspire customers
- Interest in learning new things and practiced in thinking in solutions
- Confident German language skills
What you benefit from
- Besides a bank with a lot of tradition, finding further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
- A calm, positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace in the centre of Basel within walking distance of Basel SBB station
- Expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Any questions? Gladly! If it is about professional matters, Attilio Criasia, Head of Individual Customers Abroad, looks forward to your call at 061 266 34 13. For all other questions about BKB, Michel von Siebenthal is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
