Bank Private Customer Advisor

Randstad is your partner for the next career step in the banking sector. As the world’s leading personnel service provider, we connect qualified professionals with the most attractive employers in Switzerland. For our client, an established, regionally well-rooted Swiss bank in the canton of St. Gallen, we are looking for a personable and professionally competent individual for the approximately 7-member branch team in Toggenburg.

Your tasks:

• Portfolio Management: You will take over an existing, attractive customer base in private banking and continuously expand these relationships.

• Active Market Development: You inspire new customers with well-thought-out solutions focusing on wealth accumulation (investing) and retirement provision (planning ahead).

• Networking & Representation: You represent the financial institution sympathetically at local events and customer events and establish sustainable contacts in the region.

• Customer Proximity: You skilfully combine classic advisory services with digital offerings for a contemporary customer journey.

You bring the following:

• Education: Successfully completed banking apprenticeship as well as specialised further training in the financial sector.

• Professional Experience: Experience in private customer advisory with a focus on investment and retirement topics; a regional network in Eastern Switzerland is an advantage.

• Personality: A great sense of humour, team spirit and excellent interpersonal skills – even in hectic moments you remain calm and friendly.

• Doer Gene: Perseverance, commitment and the motivation to actively and sustainably lead your customer portfolio to success.

What our client offers:

• Culture: A personal working environment where people know each other by name, combined with flat hierarchies and direct communication.

• Team Spirit: A well-coordinated, friendly 7-member team with strong cohesion.

• Balance: A healthy performance culture that combines professional success with a fulfilling private life.

• Perspectives: Reliable development and training opportunities at a future-oriented regional bank.

Are you ready for the career step in banking private customer advisory? Click the link below to submit your complete application documents (CV, diplomas, work references) directly to us: