Job offer
Personal Financial Advisor
Bank Avera is seeking a motivated and reliable individual to serve as a Private Client Advisor (80% to 100%) for its Zurich/Küsnacht branch network, with the responsibility of managing a client portfolio and expanding the client base. The position involves advising private clients on banking and savings, financing, investments, and retirement planning, as well as acquiring new clients.
Description
As a personal client advisor, you will manage your own client portfolio at a branch location or within a network of branches.Tasks
* Acquiring new clients, expanding the client base, and further positioning the business * Managing your own client portfolio and providing comprehensive advice to assigned individual clients in the areas of payments/savings, financing, investments, and retirement planning * Identifying client needs and actively promoting products and services tailored to those needs * Maximizing and developing existing client relationships and referring clients with more complex needs to the appropriate internal specialistsRequirements
* Completed training with a special focus on budgeting/saving, financing, investing, and retirement planning * Several years of experience managing your own client portfolio * Strong customer focus and entrepreneurial mindset * Excellent acquisition skills, sales-oriented, skilled in negotiation, and strong at closing deals * Enthusiastic, communicative, outgoing, and personable * Efficient and precise work style * Proactive, dedicated, and flexibleBenefits
* Competitive salary with excellent benefits * Six weeks of vacation * Beautiful, modern office spaceJob details
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