Private Customer Advisor:in Wealth Management (m/f/d)
Burgergemeinde Bern, DC Bank Deposito-Cassa der Stadt Bern
Bern
Key information
- Publication date:17 July 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Bern
a LS
Schauplatzgasse 21
031 3288585 ,
Postfacha
MODO ET
DC
5aai
3001 Bern F Ole 1
SINCE 1825
Private Customer Advisor:in
Wealth
Management
(m/f/d)
You advise our customers on investments, financing, and financial planning - personally, competently, and on equal footing Full-time or part-time, 80-100% ®
Entry by arrangement
®
Bern
©
Experienced Professionals
®
Are you successful in holistic consulting? Do you maintain trustworthy and long-term customer relationships? Do you want to actively contribute, shape your environment, and develop personally? Then you are right with us! DC Bank is a bank like no other: it was founded in 1825 by the city of Bern and has been an institution of the Burgergemeinde Bern since 1852. Our employees actively shape the future. We create and pursue opportunities that advance our customers in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and asset consulting as well as regional mortgage business, mainly for private customers. We offer a straightforward and dynamic working environment with room for professional and personal development as well as a collegial and motivated team. Your opportunities
- You will become part of a well-coordinated team with diverse tasks, great creative freedom, and high personal responsibility
DC
Bank
SINCE 1825
- You create solution-oriented financial and pension plans - tailored to the goals of our customers
You bring with you
- Several years of professional experience in serving wealthy private customers
Industry-standard employment conditions and social benefits ®
A centrally located workplace in the center of Bern ©
Excellent working environment - Great Place to Work® - certified To
DC Bank was certified as a "Great Place to Work®" employer in 2025 - a quality seal based on the honest feedback aida: of our employees. Trust, responsibility, and MAR 2025-MAR 2026
FE
development - that is our working world. More here. Do you have questions about the position?
Emilia Marcolino
Head of Wealth Management
(D)
031328 85 44
Here's how it continues
We will contact you promptly as soon as we have carefully reviewed your application. Apply now
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Schauplatzgasse 21
031 3288585 ,
Postfacha
MODO ET
DC
5aai
3001 Bern F Ole 1
SINCE 1825
Private Customer Advisor:in
Wealth
Management
(m/f/d)
You advise our customers on investments, financing, and financial planning - personally, competently, and on equal footing Full-time or part-time, 80-100% ®
Entry by arrangement
®
Bern
©
Experienced Professionals
®
Are you successful in holistic consulting? Do you maintain trustworthy and long-term customer relationships? Do you want to actively contribute, shape your environment, and develop personally? Then you are right with us! DC Bank is a bank like no other: it was founded in 1825 by the city of Bern and has been an institution of the Burgergemeinde Bern since 1852. Our employees actively shape the future. We create and pursue opportunities that advance our customers in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and asset consulting as well as regional mortgage business, mainly for private customers. We offer a straightforward and dynamic working environment with room for professional and personal development as well as a collegial and motivated team. Your opportunities
- You will become part of a well-coordinated team with diverse tasks, great creative freedom, and high personal responsibility
- You take over a private customer portfolio focusing on asset management, portfolio-related asset consulting, home financing, and private pension and continuously develop it
- You comprehensively support and advise our demanding customers, recognize potentials, and implement individual solutions
DC
Bank
SINCE 1825
- You create solution-oriented financial and pension plans - tailored to the goals of our customers
- You actively engage in market development and acquire new target customers for our bank
- You actively participate in projects and thus make a valuable contribution to
You bring with you
- Several years of professional experience in serving wealthy private customers
- Solid expertise in the areas of investing, financing, and pension planning
- A confident, winning demeanor and joy in customer acquisition
- Strong networking skills to sustainably maintain and expand your strong relationship network in and around Bern
- Entrepreneurial thinking and acting, initiative, and visible
Industry-standard employment conditions and social benefits ®
A centrally located workplace in the center of Bern ©
- Flexible working hours, possibility for occasional home office, and 25 - 35 vacation days
- ©
Excellent working environment - Great Place to Work® - certified To
DC Bank was certified as a "Great Place to Work®" employer in 2025 - a quality seal based on the honest feedback aida: of our employees. Trust, responsibility, and MAR 2025-MAR 2026
FE
development - that is our working world. More here. Do you have questions about the position?
Emilia Marcolino
Head of Wealth Management
(D)
031328 85 44
Here's how it continues
We will contact you promptly as soon as we have carefully reviewed your application. Apply now
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