Customer Advisor: Wealthy Private Clients
Zürcher Kantonalbank und ihre Tochtergesellschaften
Rüti ZH
Key information
- Publication date:03 September 2025
- Workload:100%
- Place of work:Rüti ZH
Job summary
Join our dynamic team in Rüti ZH, where your expertise matters! Enjoy a collaborative work environment with great benefits.
Tasks
- Support and develop affluent private clients with tailored solutions.
- Explore client needs while collaborating with specialists for optimal service.
- Build trust and secure wealth during generational transitions.
Skills
- Banking education or equivalent, with relevant advanced training required.
- Strong experience in managing affluent client relationships essential.
- Team-oriented, empathetic, and digitally savvy for client interactions.
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60% - 100% | Sales and Customer Consulting | Rüti ZH | Experienced Professionals
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and the passionate dedication of each individual are our key factors for success. In addition to the activities in our branch in Rüti , you can expect close collaboration with our specialists. Take the chance to be successful together with us.
Your Tasks
- Support and development of existing wealthy private clients
- Systematic exploration of customer needs, taking into account individual wishes, goals, and life situations, if necessary in cooperation with internal specialists
- Building trust and securing assets during generational change
- Proactive sales of standardized products and services in the areas of investments, real estate financing, pension, and payment transactions
- Fulfilling demanding representation tasks and participating in customer events
- Participation in internal projects
- Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension planning
Your Profile
- Banking education (or equivalent training) as well as appropriate further education (HF, FH, etc.)
- Extensive experience in serving wealthy private clients and very good financing knowledge
- Team spirit and willingness to go the extra mile to achieve ambitious team growth goals
- Empathy, authenticity, and emotional intelligence for an emotional customer experience in all life situations
- Affinity and enjoyment in using digital technologies in the consulting process
- Openness and willingness to change
Our Offer
- Serving customers in an interesting catchment area
- Collaboration in a successful and helpful 8-person team
- In a joint dialogue on "Performance & Development," we develop a plan for your personal development.
- We promote interdisciplinary collaboration with other departments as well as entrepreneurial action.
- Flexible annual working hours, modern work models, market-conform salary, and diverse additional benefits
Denise Kohler
is happy to assist you.
Phone: 044 292 30 59
is happy to assist you.
Phone: 044 292 30 59
