Job offer

Customer consultant:in plants 80 - 100%

The position of Client Advisor:in Investments (80-100%) involves providing expert advice to private and institutional clients on investment matters, acquiring new clients and building lasting relationships. The work location is in Thun, directly on the Aarequai.

Job description

Customer consultant:in plants 80 - 100%

Tasks

  • You advise our private and institutional clients competently on investment issues and carry out well-founded portfolio analyses.
  • You gain new customers through targeted acquisition and build lasting relationships.
  • You are responsible for supervising trainees in the investment business.
  • They represent the bank at events and actively maintain their network.

Requirements

  • Completed banking training, ideally supplemented by specialist further training in the investment business.
  • Several years of experience and solid expertise in private banking and portfolio management.
  • Good communication skills and a good feel for customer needs.
  • The ability to develop individual and needs-based solutions and build long-term customer relationships.
  • Ideally, you are anchored in the Thun region and have a corresponding network.

We offer

  • An ambitious team working together to shape the growth of the investment business.
  • A personal and collegial working environment with short decision-making processes.
  • A secure job with attractive additional benefits.
  • A flexible working environment that offers scope for personal responsibility and further development.

Job details

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