Private Client Advisor

Duties

- Financial product consulting; 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

Skills

• 10–15 years of experience in private banking
• Advanced Vocational School in Banking & Finance
• German (good knowledge), French (preferred), and Italian (excellent proficiency)
• 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
• A person who embodies the bank’s values; life is about sharing
• A positive attitude, the ability to identify customers' needs and inspire enthusiasm in them
• Good knowledge of the area

Offerta

• Loans, mortgages, and financial services at preferential rates
• Social benefits: comprehensive coverage in case of illness and injury, private insurance
• Horizontal hierarchy: permeable hierarchies and exchanges between different functional levels
• Central workplace: a workplace that is easily accessible and centrally located
• Being on a first-name basis: true team spirit through transparent communication