Job offer
Personal Financial Advisor
Avera Bank is seeking a Personal Banking Advisor (80–100%) in Küsnacht to attract new clients and strengthen existing client relationships. The position requires basic business training, specialized further education, and several years of experience in client service.
Job description
As a Personal Client Advisor in Küsnacht (80% to 100%), your responsibilities will include:- Acquiring new customers and actively expanding the customer base to further strengthen the branch network’s market position
- Managing a personal client portfolio and providing comprehensive support to a growing number of individual clients in the areas of banking and savings, financing, investing, and retirement planning
Your profile
We are looking for someone with:- Basic business training (preferably in the banking sector)
- specialized continuing education (e.g., IAF Financial Advisor)
- advanced, specialized expertise in the areas of budgeting and saving, financing, investing, and retirement planning
- several years of experience managing a client portfolio
- Strong customer focus and entrepreneurial mindset
- Strong sales skills, sales-oriented, skilled at negotiation, and adept at closing deals
- enthusiastic, communicative, outgoing, and personable
- efficient and precise work methods
- Proactive, dedicated, and flexible
Our offer
We offer:- diverse range of responsibilities
- modern work environment
- quick decision-making processes
- Competitive salary with excellent benefits
- six weeks of vacation
- beautiful, modern office spaces
Job details
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