Job offer
Individual client advisor
Clientis Bank Toggenburg is seeking a Personal Client Advisor (80–100%) at its Bazenheid location to provide comprehensive advice to clients in the areas of financing, 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 provide comprehensive advice to your own client portfolio in the areas of financing, investing, and retirement planning. In doing so, you will apply our modern advisory approach competently and profitably. Through active, ongoing client 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 implement our sales strategy along with a wide range of marketing and sales promotion 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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