Customer Service Representative

Your new job

- Providing comprehensive, long-term management of a sophisticated private banking portfolio with a focus on investment advice - Developing customized wealth management strategies that take into account all aspects, such as financing, estate planning, retirement planning, and specialist services - Acquiring new clients in collaboration with other segments, through networks, and via personal outreach - Delivering high-quality service and strengthening the relationship of trust with clients - Actively participating in strategic projects and the further development of the division

We benefit from this

• Banking education combined with advanced training or a degree from a university of applied sciences or a university
• Additional training in financial planning is preferred
• Professional experience in private banking with Swiss clients
• Strong in customer acquisition and network building
• High level of commitment, reliability, and integrity
• Exemplary manners and a charming and trustworthy demeanor
• Connected in the Basel Region

Here's how to create a profile

• In addition to a bank with a long tradition, you'll find our young, bold subsidiary, Cler, where you can help shape the future of the group
• A private banking division with a strong drive to move forward, which is a key focus of our BKB Strategy 26+
• A workplace in the center of Basel, within walking distance of the SBB train station
• Flexible working hours, options for working from home
• You expect us to offer a comprehensive employment package