Individual Client Advisor (m/f/d)

Job description

Job title and details

• Job title: Individual client advisor (m/f/d)
• Workload: 80-100%
• Location: Oberuzwil

Tasks

• You manage and develop your own client book with a focus on the areas of financing and investing
• You advise your customers holistically and individually - from the analysis of their needs to the customized solution
• You recognize cross-selling potential and make targeted use of it
• You actively participate in market development campaigns and approach the acquisition of new customers with enthusiasm

Requirements

• Sound, practical experience in the financial services industry
• In-depth knowledge in the areas of financing and investing
• Committed, empathetic and trustworthy personality
• Strong negotiating skills and self-confident demeanor
• Ability to get in touch with people and quickly understand customer needs
• High level of personal responsibility, independent working style and correct working methods
• Ideally anchored in the region and a broad network

We offer

• Attractive employment conditions
• Diverse opportunities for personal and professional development
• Exciting and varied area of responsibility in a motivated team
• Modern and dynamic working environment
• Flat hierarchies, fast decision-making processes and a cooperative management style