Customer Advisor: Wealthy Private Clients

Our four-member young and dynamic team is responsible for the individual advice and support of wealthy private clients in the Volketswil region. We promote an inspiring and appreciative collaboration with internal and external contacts. Together with the Dübendorf and Fehraltorf branches, we form a branch group in the Zurich Oberland market area.

The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.

• Support and develop existing private clients
• Acquire new customers in the catchment area
• Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
• Sell standardized products and services in the areas of payment transactions, investments, pension, and real estate financing
• Handle all front-related administrative tasks
• Realize long-term trust building and asset preservation in the context of generational change
• Perform demanding representation tasks in the spirit of "the nearby bank"
• Opportunity to take on the role of practical trainer

• Completed banking training or equivalent education
• Further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training) – is an advantage
• Several years of experience in personal customer support
• Affinity and enjoyment in using digital technologies in the consulting process
• You score with your trustworthy, communicative, and empathetic manner
• Your acquisition-strong personality with a pronounced sales flair rounds off your profile

• An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
• Your career is important to us as an employer, and therefore we actively promote it
• Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
• Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
• Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets