Conseiller-ère clientèle des privés/individuelle

Job description

Tasks

• They assist customers with their concerns regarding financing, investments and wealth planning.
• You win new customers in an entrepreneurial spirit.
• They establish and maintain a relationship of trust with customers.
• They ensure proactive follow-up of customers after a request for a quote or information or after a personal contact.
• They are constantly learning about changes to internal and external guidelines.
• They ensure that risks are controlled and legal requirements are complied with.

Requirements

• You have a commercial education with experience in banking as well as experience in managing a client portfolio.
• You have good sales and advisory skills for all products and services in the areas of investment, financing and investment advice.
• You are dynamic and pragmatic, have a strong sense of initiative and contribute to the success of your team.
• You have good analytical skills and can act quickly in unforeseen situations.
• Knowledge of English, German and/or Italian is an advantage.

We offer

No specific benefits or offers mentioned in the text.

What happens next?

No specific information mentioned in the text.