Job offer
Personal Financial Advisor
Avera Bank is seeking a motivated and confident individual to serve as a Private Client Advisor (80% to 100%) in Küsnacht, with the goal of supporting clients and expanding the client base. The role involves acquiring new clients, managing a personal client portfolio, and providing comprehensive financial advice to private clients across various financial areas.
Tasks
- Acquiring new customers and actively expanding the customer base to further strengthen the business unit’s market position
- Managing a dedicated client portfolio and providing comprehensive advice to assigned individual clients in the areas of checking and savings accounts, financing, investments, and retirement planning
- Identifying customer needs and actively marketing products and services tailored to those needs
- Leveraging and further developing existing customer relationships, and referring customers with more complex needs to the appropriate internal departments
Requirements
- Advanced, specialized knowledge in the areas of: budgeting and saving, financing, investing, and retirement planning
- Several years of experience managing a client portfolio
- Strong customer focus and an entrepreneurial mindset
- Strong sales development skills, sales-oriented, skilled at negotiation, and adept at closing deals
- Enthusiastic, communicative, outgoing, and personable
- Efficient and precise approach
- Proactive, ready to take on challenges, and flexible
Job details
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