Advisor for private clients

Job description

Tasks

• the competent contact person for private clients and provide them with comprehensive advice in the financing, investment and pension provision segments
• Establish and build up your own client/company portfolio and develop as a relationship person

Requirements

• banking training and several years of experience, especially in the credit sector, but further training outside the bank is also possible
• up-to-date specialist knowledge and completed training in the financial sector, e.g. specialist economist or Swiss certified public accountant
• Strong communication skills, goal- and service-oriented personality
• Enjoy daily customer contact and recognize existing needs and expectations
• a broad network of contacts

We offer

• Development potential in business customer consulting

Application process

• Confirmation of receipt
• Examination of the dossiers
• Job interview
• Offer and contract