Bank Cler AG
Basel
Customer Advisor Private Clients Individual Basel (m/f)
- 14 August 2026
- 100%
- Permanent position
- Basel
Job summary
Join our Basel team where we value collaboration and growth! Enjoy a supportive work environment with great benefits.
Tasks
- Advise clients on savings, investments, and financing tailored to their needs.
- Proactively manage and expand your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- Experience in client advisory with a solid client portfolio.
- Strong knowledge in investments and financing.
- Passion for consulting and sales.
Is this helpful?
About the job
Andreas, Dusana, Jacqueline and other colleagues from the Basel branch are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advising customers in the areas of Numbers&Saving, Pension, Investing and Financing
- Proactively managing and expanding your own customer portfolio
- Enthusing customers about our excellent products and services
- Networking and giving 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 areas of investments and financing
- Enjoyment in advising and selling
- Practised 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 elbowing
- A workplace in the heart of Basel, a cosy 5-minute walk from the station
- You expect 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, Nicolò Catania, Team Leader Private Clients Individual, looks forward to your call at 061 286 22 87. For all other questions about working at perhaps the coolest bank in Switzerland, Dominique Henzi, HR Business Partner, is available at 031 327 75 91.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
Dominique Henzi
HR Business Partner