Advisor Private Clients (f/m/d)

Job description

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

Tasks

• You advise and support our private customers comprehensively in the areas of finance, concerns and pensions.
• You take over an existing customer portfolio and build up and expand your own independently.
• You will develop within the team, grow with new ideas and help to move our bank forward.

Requirements

• You enjoy the banking business.
• You have completed an apprenticeship (EFZ) in Banking & Finance.
• You have experience in a comparable role advising private clients on investments, pensions and financing.
• You are well networked in Central Switzerland and enjoy acquiring new customers.

We offer

• High level of co-determination with short decision-making processes and a flat hierarchy
• Development opportunities in the investment and financing area
• Working in a small team with strong implementation skills
• Personal and open working atmosphere with a "you" culture
• Generous social conditions, e.g. purchase of vacation days possible, paid national and cantonal holidays, day off on birthdays
• Support with training and further education
• Various discounts for banking services and leisure activities