Customer Advisor Individual Schaffhausen (m/f) 80-100%
Bank Cler AG
Key information
- Publication date:29 July 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Schaffhausen
Job summary
Join our dynamic team in Schaffhausen at one of Switzerland's coolest banks! Enjoy a positive work environment with great benefits.
Tasks
- Advise clients on financing, investing, and retirement planning.
- Proactively manage and grow 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 in mortgages and investments essential.
- Passion for sales and client interactions is a must.
Is this helpful?
Your new job
- Provide comprehensive and needs-based advice to clients in the areas of financing, investing, and retirement planning
- Proactively manage and expand your own client portfolio
- Inspire clients with our excellent products and services
- Network and give our bank a face in your city
What we benefit from
- Solid and several years of professional experience as an advisor with your own client portfolio
- Very good knowledge in the area of mortgages and investments
- Enjoyment in contact with people and the ability to inspire clients
- Fun in selling and advising
- Skilled in thinking in solutions
How you benefit
- An open approach to the topic of money, also regarding pay equity – we actually have that here
- A positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace in the best location in Schaffhausen
- You expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! When it comes to professional matters, Shela Bolli, branch manager, is looking forward to your call at 052 632 32 51. For all other questions about working in perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Since 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!
