Private Client Advisor

Duties

- financial products; we provide our clients with professional advice - With your support, you help clients achieve their financial goals - Thanks to your proactive approach, you inspire our clients to make the bank their primary financial partner - You have strong ties to the Italian-speaking part of Switzerland, particularly the Lugano area—our branch

Skills

• 10–15 years of experience
• Private clients
• Vocational High School
• Banking & Finance
• German (Good knowledge)
• Francese (di preferenza)
• Italiano (Livello ottimo)
• Esperienza bancaria in una banca svizzera di consulenza globale essenziale
• In-depth knowledge of the investment, financing, and pension sectors, along with several years of experience advising individual clients
• Someone whose values align with those of the bank and who actively embraces them
• Attggiamento positivo, capacità di identificare le esigenze dei clienti ed entusiasmarli
• Good knowledge of the area

Offerta

• Loans, Mortgages, and Financial Services at Preferential Rates
• Prestazioni sociali
• Optimal coverage in case of illness or injury · private insurance
• Horizontal hierarchy
• Flexible hierarchies and interactions between different functional levels
• Luogo di lavoro centrale
• Posto di lavoro accessibile in modo ottimale e in posizione centrale
• To be on a first-name basis
• True team spirit through transparent communication