Customer Advisor, Private Clients, Individual, Thun (m/f) 80–100%

Tasks

Every day, we advise our clients on matters related to retirement planning, investments, and financing, actively supporting them in achieving their goals—whether it involves retirement planning, mortgages, or estate planning. As a client advisor in the Private Clients, Individual, Retirement Planning, and Financing division, you will be responsible for providing expert, solution-oriented advice to our clients. You will act in a client-focused, professional, and empathetic manner.

Requirements

We are looking for someone who:

• acts in a customer-focused, professional, and empathetic manner
• offers expert and solution-oriented advice

We offer

Here are a few good reasons why you should join us:

• favorable working and production conditions
• Excellent opportunities for continuing education and professional development
• Salary based on your performance and entrepreneurial mindset

How you benefit

As part of our team, you'll enjoy:

• Open communication—we foster a respectful, direct, and transparent approach
• positive team atmosphere
• A chance to pursue your interests in your free time
• a sustainable business model and a solid, stable foundation
• Be part of our results-driven and success-oriented team