Job offer

Private Client Advisor

The position as a Private Client Advisor (80–100%) at Betreu & Werk in Zurich involves providing personalized advice to clients in the areas of retirement planning, pensions, pension funds, and health and accident insurance. Responsibilities range from preparing quotes and negotiating contracts to handling administrative tasks.

Zurich

St. Gallen Cantonal Bank (SGKB)

100%

Tasks

Advising customers on their needs and ensuring that the advice provided is personalized and easy to understand
Guiding customers through the entire process, from the initial contact all the way to obtaining insurance
Preparing Quotes
Taking Over the Final Negotiations
Management of Administrative Procedures
Advising clients on all matters related to retirement planning, pensions, pension funds, and health and accident insurance
Supporting customers during an important stage of their lives

We offer

Attractive working conditions
Good work-life balance
Individual Work Schedule Arrangements
Flexible working hours
Options for Working from Home
Additional Benefits: Employee discounts, discounted memberships, employee offers from partners

Original job description

Job details

Found on:

October 28, 2026

Employer:

St. Gallen Cantonal Bank (SGKB)

job percentage:

100%

Place of work:

Zurich

Place found on:

https://www.sgkb.ch/de/ueber-uns/karriere/stellenangebote/3823-berater-in-privatkunden-80-100-rheineck

About the employer:

St. Galler Kantonalbank is a Swiss cantonal bank headquartered in St. Gallen.

It was founded in 1868 and belongs to the canton of St. Gallen.

The bank offers comprehensive financial services to private and corporate customers.

It has strong regional roots and operates numerous branches in Eastern Switzerland.

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