Customer Advisor: Wealthy Private Clients
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:13 September 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join our experienced 9-member team in Zurich, specializing in client consulting. Enjoy a supportive work environment with strong team spirit and development opportunities.
Tasks
- Develop and manage relationships with affluent private clients.
- Identify client needs and collaborate with specialists when necessary.
- Build trust and preserve wealth during generational transitions.
Skills
- Banking qualification or equivalent with several years of experience.
- Affinity for digital tools in the consulting process.
- Empathy and authenticity for enhancing customer experiences.
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80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals
Our 9-member team at the headquarters in Zurich and Wollishofen is responsible for the individual advice and support of wealthy private clients.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.
Your Tasks
- Support and develop existing private clients
- Explore customer needs taking into account individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Realize long-term trust building as well as asset preservation on the occasion of generational change
- Sell standardized products and services in the areas of payment transactions, investments, pension, and real estate financing
- Perform demanding representation tasks and participate in customer events
- Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension provision
- Participate and collaborate in internal projects
Your Profile
- Banking training or equivalent education
- Completed further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
- Several years of experience in serving wealthy private clients
- Affinity and enjoyment in using digital technologies in the consulting process
- You score with your teamwork skills, openness, and willingness to change
- Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations
Our Offer
- Mutual support, team spirit, and independent work are highly valued by us
- Taking over an exciting and well-managed client portfolio
- Strength-based deployment opportunities with the assumption of specific roles, e.g. mentor
- Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development
- Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
- Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets
Jessica Barletta
is happy to help you.
Phone: 044 292 65 78
is happy to help you.
Phone: 044 292 65 78
