Individual Client Advisor (m/f)

What awaits you?

• Comprehensive 360° advice and expertise in Financing, Investments and Pension Planning
• Identification and development of business opportunities through active and targeted portfolio management
• Strengthening long-term relationships with existing clients by supporting them in achieving their financial projects
• Targeted acquisition of new clients in line with the company’s growth strategy
• Contribution to overall development and client acquisition objectives
• Working in synergy with other bank segments to achieve common strategic goals
• Active participation in client events, contributing to the company’s external visibility, involvement in local market development

What do you bring?

• Banking education
• SAQ certification is an advantage
• Strong client-oriented mindset and comprehensive 360° advisory approach
• Experience in acquiring new clients
• Strong market presence and well-developed professional network
• Entrepreneurial spirit
• Excellent interpersonal skills and strong communication abilities

We work in a friendly environment

Cooperative values are our pillars. Together. For each other. They shape how we collaborate and behave towards one another. The culture of informal address fosters personal closeness and equal-level exchanges at all levels of function.

We embrace diversity and equal opportunities

We encourage diversity of perspectives, experiences and skills within our teams. This diversity is our strength and decisively contributes to our success.

We promote personal and professional development

Lifelong learning is an integral part of our culture. We create an environment conducive to the professional and personal development of each individual and support our employees in a targeted manner through a varied internal training offer as well as contributions towards external further education costs.

We offer attractive conditions and social benefits

Our employees enjoy exclusive advantages on banking products, various discounts with third parties, as well as financial stability and above-average retirement provision.

Do you have any questions?

For questions about the job content:

Nathalie Gremaud Human Resources Manager (f) +41 (26) 9132790

For questions about the application process:

Nathalie Gremaud Human Resources Manager (f) +41 (26) 9132790

We look forward to receiving your online application

About us