Bank Cler AG
Lugano
Private Client Advisor Individual Lugano (m/f)
- 04 August 2026
- 100%
- Permanent position
- Lugano
Job summary
Join Matthias, Sandro, Samuel, and Mauro in Lugano! They need reinforcements!
Tasks
- Provide clients with comprehensive, needs-based financial consulting.
- Proactively manage and develop your own client portfolio.
- Create contact networks to boost our bank's local presence.
Skills
- Minimum five years of experience as a client advisor.
- Excellent knowledge of investments and mortgages required.
- Strong solution-oriented thinking and friendly approach.
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About the job
Matthias, Sandro, Samuel and Mauro from the Individual Private Client team in Lugano need reinforcements. In other words, they are looking for you!
Your new job
- Provide clients with comprehensive, needs-based advice in the areas of financing, investments and pensions
- Manage and proactively develop your own client portfolio
- Inspire clients with our excellent products and services
- Create networks and contribute to the reputation of our bank in your city (representative duties)
- Participate in organising events with clients and accompany them with style and elegance
What we ask of you
- You have at least five years of professional experience as an advisor managing your own client portfolio
- You have excellent knowledge in the areas of investments and mortgages
- You approach others in a friendly manner and know how to enthuse clients
- You have a passion for sales
- You have solution-oriented thinking skills
- Good knowledge of the German language
What we offer you
- An open dialogue on the topic of "money" and also on pay equality, which really exists with us
- A positive and calm team spirit
- Development opportunities thanks to clear processes and dialogues
- A workplace in the centre of Lugano, just a 10-minute walk from the station
- Are you expecting an excellent employment contract from us? You are right, click here to discover the details and many other benefits
Any other questions?
Don’t worry! For all technical questions regarding the position, Mattia Crivelli, Branch Manager, will be happy to answer you at 091 911 31 42. For all other questions concerning collaboration with our bank – undoubtedly the coolest in all of Switzerland – Marijan Davidovic, HR Business Partner, is at your disposal at 044 218 63 01.
P.S. We are looking for professionals working in banking, not journalists or advertisers, so you can safely skip writing a cover letter. We rather invite you to answer three short questions in the application tool. Thank you!
