Affluent Client Advisor

The role

Are you a proactive, outgoing personality? And do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

Tasks

They understand the diverse needs of our customers precisely and advise them competently.

Our team

You’ll be working at the Thun office. We’re happy to be there for our customers every day. We live and breathe our work with passion. We take great joy in working with people as part of a highly motivated team.

What we wish for

• Business training, ideally in the banking sector
• Knowledge and experience in customer service and consulting
• In-depth understanding of the stock, bond, and foreign exchange markets
• Enjoys working with people, has a passion for customer service and sales, and is highly service- and sales-oriented
• Dedicated commitment to success
• Very good knowledge of German and English

We offer

We are passionately committed to putting our employees first by offering them new challenges, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why we put collaboration at the heart of everything we do. Because together, we’re stronger. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.