Advisor Private Clients (f/m/d)

Job description

Private Client Advisor (f/m/d), 80 - 100%, Beckenried branch office

Tasks

• You provide our private customers with comprehensive advice and support in the areas of finance, investments and pensions.
• You take over an existing client portfolio and build up and expand your own independently.
• You will develop within the team, contribute new ideas and help to move our bank forward.

Requirements

• You have completed vocational training (EFZ) in the field of Banking & Finance.
• You have experience in a comparable function in advising private clients and customers in the investment, pension and financing sector.
• You are well networked in Central Switzerland and enjoy acquiring new customers.
• You have experience in customer acquisition and impress with your expertise.
• You have a positive personality and good interpersonal skills.

We offer

• High degree of creative freedom
• Short decision-making processes and a flat hierarchy
• Development opportunities in the investment and financing area
• Working in a small, prudent team
• Personal and open working atmosphere
• generous social conditions (e.g. 5 weeks of vacation possible, paid national holidays, day off on birthday at birthplace, etc.)
• Support with training and further education
• Various benefits for bank employees and leisure activities