Desk Head Entrepreneurs & Executives

Job description

Desk Head Entrepreneurs & Executives

Location and type of employment

• Location: Zug Postplatz
• Type of employment: 80–100% | Immediate start

Your tasks

• Needs-based, comprehensive advice and support for entrepreneur and executive clients
• Sales and relationship management in commercial credit and portfolio management

Our requirements

• Completed banking training or further education (e.g., certified public accountant)
• 2-3 years of experience in private banking
• Extensive knowledge of investment and asset management, financing, succession planning, financial, tax, and estate planning
• In-depth knowledge of the Zug economic region and neighboring areas, and integration into an existing network
• Personal skills with a high level of empathy, strong customer focus, pronounced entrepreneurial thinking, excellent communication and teamwork skills, and a strong entrepreneurial commitment

We offer

• Performance-related remuneration
• Home office and trust-based working hours
• Vacation days and vacation shopping

Voices of our employees

• Andrea combines many years of experience with flexibility. As a private banking advisor, she supports discerning clients and particularly appreciates the short decision-making processes and the opportunity to combine work and family life.