Job offer

Corporate client advisor:in

As a corporate client advisor, you will look after a portfolio of SME clients and advise them on all financial matters, from financing to pensions and cash management. The position offers the opportunity to work in sales and customer service and to develop professionally and personally.

Job description

Corporate Account Manager 60% -100% | Sales and Customer Service | Horgen | Experienced professionals

Tasks

  • In this interesting role, you will look after an attractive, existing portfolio of corporate clients (SMEs and their owners) in line with our support and advisory principles.
  • As an account manager, you will advise exciting companies and their exponents on financing, investments, pensions, succession and cash management, among other things.
  • Thanks to your experience in sales, you know how to successfully exploit the potential of existing customers and acquire new customers.
  • As a representative in our bank, you will take on a variety of representative tasks.
  • Your responsibilities will also include reviewing, applying for and approving financing applications as well as monitoring loan commitments, taking into account earnings and risk aspects.

Requirements

  • Basic commercial training, preferably in the industry.
  • Higher further education (specialist certificate, HF, Bachelor) or in training for this.
  • Experience in supporting private or corporate customers and in preparing and processing financing transactions.
  • Good knowledge of the investment and financing business as well as law, taxes, economics and business administration.
  • Sales skills and negotiation skills.
  • Affinity and enjoyment of using digital technologies in the advisory process.
  • You score points with your ability to work in a team, your performance orientation and your positive charisma.

We offer

  • Work on challenging and relevant issues in close cooperation with internal interfaces.
  • Being part of a strong team that is widely networked and valued within the bank.
  • Interesting catchment area with an exciting customer structure.
  • Opportunities for professional and personal development.
  • An employer that takes care of its employees and invests in them.
  • Attractive overall package with extensive fringe benefits and perks ranging from pension plans to zoo tickets.

Job details

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