Job offer
Retail Banking Advisor - 100%
As a Private Client Advisor at BB, you will serve as a knowledgeable point of contact in Switzerland, providing advice and support to private clients and managing their assets. The position requires in-depth knowledge of client advisory services and wealth management, as well as a structured, analytical, and client-focused approach to work.
Tasks
- Provide expert advice as a trusted point of contact for our private clients and their assets.
- Independently manage client groups in the Private and Wealth Management divisions.
- Promote our products and services.
- Contribute to the field and its implementation.
Requirements
- Experience in sales activities focused on influencing purchasing decisions.
- In-depth knowledge of: client consulting, investment modules, financial goals, assets, and retirement planning.
- A structured, meticulous approach and analytical thinking.
- A reliable and customer-focused nature.
- Enjoys working with a team and coordinating with other departments.
Job details
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