Job offer
Personal Financial Advisor
Bank Avera is seeking a motivated and charismatic individual to serve as a Private Client Advisor (80% to 100%) at a branch location or within a branch network in Zurich/Küsnacht. The role involves acquiring new clients, managing a personal 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.
- Leveraging 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
- 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
We offer
We offer:- Competitive salary with excellent benefits
- six weeks of vacation
- beautiful, modern office space
Job details
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