Bank Cler AG
Zürich
Individual Customer Advisor Zurich (m/f)
- 05 November 2026
- 100%
- Permanent position
- Zürich
Job summary
Join our Individualkunden team in Zürich for a rewarding career! Enjoy a supportive work environment with great benefits.
Tasks
- Provide comprehensive advice on saving, investing, and financing.
- Proactively manage and expand your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- Experience as a consultant with a personal client book required.
- Strong knowledge of mortgages and investments is essential.
- Sales and consulting skills are highly valued.
Is this helpful?
About the job
The Individual Customers team in Zurich is looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-oriented advise customers in the areas of accounts & savings, pension provision, investing and financing
- 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
What we benefit from
- Sound and several years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the area of mortgages and investments
- Enjoy selling and advising
- Skilled in thinking in solutions
How you benefit
- An open approach to the topic of money, including regarding pay equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace in the heart of Zurich
- 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 is about professional matters, Arafat Saiti, Team Leader Private Customer Business, looks forward to your call at 044 218 63 75. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!