Customer Advisor: Estate Settlement

Publication date:14 October 2025
Workload:100%
Place of work:Zürich

Job summary

Join a leading Direktbank in Zürich focusing on customer service! This is your chance to support clients through significant life events.

Tasks

Manage a diverse customer portfolio and make decisions on inheritances.
Serve as a key contact for heirs, authorities, and internal teams.
Analyze cases and contribute to process improvements.

Skills

You have completed banking training or have a legal background and customer experience.
You are service-oriented, empathetic, and attuned to individual needs.
You thrive as a team player in a supportive environment.

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About the job

80% - 100% | Direct Bank / Service Center | Zurich | Experienced Professionals

You are a responsible personality who enjoys customer contact and are looking for a meaningful task? Then you are in the right place!

In our Estate Settlement department, you are the central point of contact for all matters related to estate settlements. You support heirs, executors, and authorities from the notification of a death to the division of the estate – always with the goal of creating a positive customer experience during a life-changing event.

Your tasks

You independently manage a customer portfolio and make decisions regarding estates from domestic and foreign sources, including the regulation of financing and investments
You are an important contact point for heirs, offices, and internal departments and are in daily telephone and written contact with them
You analyze situations, use your scope for action, and make case-related decisions
You actively contribute to the further development and improvement of our processes

Your profile

You have completed a banking apprenticeship, an equivalent education, or have a background in the legal field and bring experience in customer contact
You have knowledge or interest in property and inheritance law and want to develop further in this area
You are service-oriented, empathetic, and have a sense for recognizing and responding to individual needs
You are a team player with a positive attitude and appreciate collaboration in a supportive environment

Our offer

A meaningful task where you support people in a challenging phase of life
Room for co-creation and further development of our topic
Attractive training opportunities and development possibilities to advance your professional and personal growth
A supportive team culture where collaboration and mutual appreciation are highly valued

Jasmin Flammer
is happy to help you.
Phone: 044 292 30 39

Categories:

Commercial / Sales, Management / Project Management / Key Account