Job offer
Personal Financial Advisor (80% to 100%)
Bank Avera is seeking a motivated and charismatic individual to serve as a Private Client Advisor (80% to 100%) at a branch location in the Zurich Oberland, on the western shore of Lake Zurich, or in the city of Zurich. The role involves acquiring new clients, managing your own client portfolio, and providing comprehensive financial advice to private clients across various financial areas.
Job description
We are looking for a motivated and persuasive individual client advisor (80% to 100%).Tasks
Your responsibilities will include:- Acquiring new customers and actively expanding the customer base to further strengthen the chain’s market position.
- Managing your own client portfolio and providing comprehensive advice to assigned individual clients in the areas of budgeting and saving, financing, investing, and retirement planning.
- Identifying customer needs and actively marketing products and services tailored to those needs.
- Maximizing and further developing existing customer relationships, and referring customers with more complex needs to the appropriate internal departments.
Requirements
We are looking for someone with:- several years of experience managing a client portfolio
- a strong customer focus and an entrepreneurial mindset
- Strong sales skills, sales-oriented, skilled at negotiation, and adept at closing deals
- enthusiastic, communicative, outgoing, and personable
- a more efficient and precise approach
- Proactive, dedicated, and flexible
We offer
We offer:- Competitive salary with excellent benefits
- six weeks of vacation
- beautiful, modern office space
Job details
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