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 supporting trainees. The place of work is in Thun.
Job description
Tasks
- You advise our private and institutional clients competently on investment issues and carry out well-founded portfolio analyses
- You win new customers through targeted acquisition and build lasting relationships
- You are responsible for supervising trainees in the investment business
- You represent the bank at events and actively maintain your 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 that works 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