Private Client Advisor

Job description

Private Client Advisor

Tasks

* Provide high-quality advice on retirement planning (3a accounts and vested benefits accounts) * Advise our clients on investments * Support clients in their digital transformation using the digital solutions we provide (e-Banking, Mobile Banking, Twint)

Requirements

* CFC in commercial studies, ideally with a banking specialization, or equivalent commercial training * Proven experience in a similar role, ideally in the banking or finance sector in Switzerland * Customer-focused approach and ability to build trusting relationships * Strong knowledge of financial products and applicable regulations * Proactivity, flexibility, and attention to detail * Team spirit, sense of responsibility, and ability to work independently

We offer

* Opportunity to work in a company that is constantly evolving * Dynamic work environment and local decision-making authority

Admission

Start date: immediately or to be determined