Job offer
Individual client advisor
Clientis Bank Toggenburg is seeking a Personal Client Advisor (80–100%) at its Bazenheide location to provide comprehensive support to clients in the areas of finance, investing, and retirement planning. The position requires experience in the banking and finance industry, strong communication skills, and a customer-focused mindset.
Tasks
In this management position, you will be responsible for providing comprehensive support for your own client portfolio in the areas of finance, investing, and retirement planning. In doing so, you will apply our modern advisory approach competently and profitably. Through active, ongoing support, you will identify growth opportunities and develop optimal, customized solutions for our clients. You will play an active role in acquiring new clients and actively implement our sales strategy and a wide range of market and sales activities.Your profile
- Experience in the banking/financial sector
- A communicative, competent, and engaging demeanor
- Customer- and sales-oriented thinking
- A strong willingness to engage in sales and new customer acquisition
- A flexible, resilient, and responsible person
Job details
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