Customer Advisor Individual Burgfelderplatz 80-100%
Bank Cler AG
Basel
Key information
- Publication date:09 December 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Schwarz und Wyss, a vibrant and diverse employer since 1899. Enjoy a dynamic work environment with great opportunities!
Tasks
- Provide comprehensive advice on financing, investing, and retirement.
- Proactively manage and expand your own customer portfolio.
- Engage customers with our excellent products and services.
Skills
- Experience as a consultant with a customer portfolio required.
- Strong knowledge of investments and mortgages essential.
- Excellent communication and sales skills are a must.
Is this helpful?
Schwarz und Wyss - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colorful, diverse, and varied. And sometimes quite different than you might think. Like here in the job advertisement. Because who actually says that women are simply implied in male texts? Since we want even more women power at BKB, we simply turn the tables and write in the female form. Men? Of course, 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 in the areas of financing, investing, and pension provision
- Proactively managing and expanding your own customer portfolio
- Enthusing customers about our excellent products and services
- Networking and giving our bank a face in your city (representation tasks)
What we benefit from
- Professional experience as an advisor with your own customer portfolio
- Very good knowledge in the areas of investments and mortgages
- Enjoyment in contact with people and the ability to inspire customers
- Fun in selling
- Confident German is required, good English skills are an advantage
- Experienced in thinking in solutions
How you benefit
- Besides a bank with a lot of tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
- A family-like environment in a medium-sized branch at the pulse of the city
- A calm, positive team spirit
- We do not confuse success orientation with elbow mentality
- Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it’s about professional matters, Nicola Gassmann, Branch Manager Burgfelderplatz, looks forward to your call at 061 266 26 39. 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!
