Customer Advisor: Private Customers Personal Bank
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:04 December 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join our dynamic Personalbank team in Zurich, supporting clients! Enjoy a collaborative work environment with great growth opportunities.
Tasks
- Independently support and guide our clients, including retirees.
- Provide comprehensive advice on accounts, investments, and savings.
- Identify and relay advanced customer needs actively.
Skills
- Completed banking apprenticeship or equivalent experience required.
- Experience in consulting and selling financial products needed.
- Strong customer service orientation and digital affinity essential.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals
In our Personal Bank we passionately support our employees in a 25-member team on topics such as investments, financing, and retirement planning. We provide our customers with comprehensive advice tailored to their financial needs and work closely with relevant stakeholders.
Your Tasks
- Independently support and accompany our customers - active as well as retired employees including partners
- Holistic advice on account and card range, investments, and retirement planning
- Actively identify and communicate additional customer needs
- Answer all inquiries about our basic services by phone or in personal customer contact
Your Profile
- Completed commercial banking apprenticeship or equivalent education with relevant professional experience
- Experience in advising and selling basic financial products
- Affinity for digital channels
- Enjoy active customer consulting as well as sales and service orientation
- Excellent manners, confident appearance, and trustworthy personality
Our Offer
- We count on your ideas and offer you freedom for your impulses for the Personal Bank of tomorrow
- A committed team that looks forward to you
- Modern workplace at our central headquarters on Bahnhofstrasse with good transport connections
- Your career is important to us as an employer, so we promote and support you on your path with many offers
- Access to internal and external networks and mentoring programs (e.g., our Talent Community, Fondsfrauen membership, "Mensch" network, and others)
Jessica Barletta
is happy to help you.
Phone: 044 292 65 78
is happy to help you.
Phone: 044 292 65 78
