Private Customer Advisor Individual Spiegelgasse (m/f)
Basler Kantonalbank
Basel
Key information
- Publication date:17 October 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Basel
Job summary
Join Kevin, Leonie, and Oliver at PKI, our branch in Spiegelgasse! Exciting opportunity with a positive team atmosphere.
Tasks
- Advise clients on financing, investing, and retirement needs.
- Proactively manage and grow your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- At least two years of experience as a consultant with a client portfolio.
- Strong knowledge of investments and mortgages required.
- Enjoy connecting with people and a passion for sales.
Is this helpful?
Kevin, Leonie, and Oliver and other colleagues from the PKI team in our Spiegelgasse branch 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
- Inspire customers with our excellent products and services
- Network and give our bank a face in your city (representation tasks)
What we benefit from
- At least two years of 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
- Enjoy selling
- Confident German and very good English skills
- Experienced in thinking in solutions
How you benefit
- Besides a bank with a lot of tradition, exciting further opportunities to help shape the group at our young, cheeky subsidiary Bank Cler
- A calm, positive team spirit
- We do not confuse success orientation with elbow mentality
- A workplace in the heart of the city
- 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, Patrick Sohn, Head of Market Spiegelgasse, looks forward to your call at 061 266 27 05. 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!