Job offer
Advisor Private Clients (f/m/d)
As a Private Client Advisor (m/f/d), you will be responsible for providing comprehensive advice and support to private clients in the area of retirement planning and will take on an existing client portfolio. You will work in a small team and have ample opportunity to contribute your ideas and develop your skills.
Job description
Private Client Advisor (f/m/d) 80–100%, Wolfenschiessen officeTasks
- You will provide comprehensive advice and support to our private clients in the area of retirement planning.
- You will take over an existing customer portfolio and continue to build and develop it.
- You thrive in a team, weigh up new ideas and help to drive our bank forward.
Requirements
- Do you enjoy finding solutions to their concerns every day?
- Are you a communicative and empathetic person who enjoys advising customers?
We offer
- High level of co-design opportunities
- Development opportunities in the investment and financing area
- Working in a small, manageable team
- Personal and open working atmosphere
- Generous social conditions, such as vacation days, paid night work, 10 public holidays, and a day off on your birthday.
- Support with training and further education
- Various discounts for banking services and leisure activities
Job details
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