Job offer

Individual Client Advisor (m/f/d)

Clientis Bank Oberuzwil AG is looking for an Individual Client Advisor (m/f/d) for its head office in Oberuzwil to provide individual and comprehensive advice to clients in the areas of financing and investing. The position offers attractive employment conditions and opportunities for personal and professional development in a dynamic team.

Job description

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

  • You have sound, practical experience in the financial services industry and in-depth knowledge in the areas of financing and investing
  • You are a committed, empathetic and trustworthy person with strong negotiating skills and a confident manner
  • You find it easy to make contact with people and quickly understand customer needs
  • You act with a high level of personal responsibility, work independently and value a correct way of working
  • Ideally, you are anchored in the region and maintain a broad network

We offer

  • Attractive employment conditions
  • Diverse opportunities for personal and professional development
  • An exciting and varied area of responsibility in a motivated team
  • A corporate culture with flat hierarchies, fast decision-making processes and a cooperative management style
  • A modern and dynamic working environment

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.