Job offer
Adviser for Personal and Business Clients
The position as an advisor for private and business clients (80–100%) in Lucerne involves independently managing and expanding the client base in the areas of private clients, SMEs, and foundations. This includes competently presenting products and services and providing multilingual support to clients, including at international events.
Tasks
- Serve as a knowledgeable point of contact for private clients, self-employed individuals, freelancers, SME clients, foundations, and their managers
- Manage and further expand an independent client base
- Present and communicate our products and services in an engaging and professional manner
- Supporting Service Upgrade Strategies with Business Customers
- Identify and seize opportunities for additional counseling and referrals to new programs
- Serve as a point of contact for our internal stakeholder organizations
- Ensure active communication between the central office, the branch, and customers, as well as coordination with internal departments
- Provide your customers with expert support—including language assistance in German, English, and French—at international events, as well as during travel, throughout their trip, and in association-related services
- Working Successfully in Virtual and Hybrid Settings and at Our Lucerne Location
Job details
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