Customer Advisor Individual
Basler Kantonalbank
Basel
Key information
- Publication date:09 December 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Team Privatkunden Individual Burgfelderplatz for a dynamic role! Embrace the chance to thrive in a supportive work environment.
Tasks
- Advise clients on financing, investing, and retirement needs.
- Proactively manage and develop your own client portfolio.
- Promote excellent products and represent the bank in your city.
Skills
- Experience as a consultant with your own client book required.
- Strong knowledge of investments and mortgages essential.
- Fluent in German, with good English skills preferred.
Is this helpful?
Marko, Milan, Nicola, and Thomas from the Private Customers Individual Burgfelderplatz team are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advise customers in the areas of financing, investing, and retirement planning
- Proactively manage and expand your own customer portfolio
- Enthuse customers about our excellent products and services
- Network and give 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
- Enjoy contact with people and the ability to inspire customers
- Enjoy 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 ways to help shape the group at our young, cheeky subsidiary Bank Cler
- 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 tactics
- 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 skip the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
