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 a high degree of creative freedom thanks to short decision-making processes and a flat hierarchy.
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 options, embrace new ideas, and help drive our bank forward.
Requirements
- You enjoy handling private customers' concerns on a daily basis and finding solutions.
- You are a communicative and empathetic person who enjoys advising customers.
We offer
- High degree of involvement thanks to short decision-making processes and flat hierarchy
- Development opportunities in the investment and financing area
- Working in a small, manageable team
- personal and open communication
- Generous social conditions (vacation days possible, paid holidays, 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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