Job offer

Customer advisor Individual

The position as Individual Customer Advisor at Burgfelderplatz involves providing comprehensive advice to customers in the areas of finance, investments, and pensions, as well as managing your own customer portfolio. The ideal candidate will have professional experience as an advisor, knowledge of investments and mortgages, and excellent advisory skills.

Basel

Basler Kantonalbank (BKB)

80-100%

Job description

Your new job

Providing comprehensive, needs-based advice to customers in the areas of finance, investments, and retirement planning
Proactively manage and expand your own customer book
Inspire customers with our excellent products and services
Customer service

Requirements

Professional experience as a consultant with own client portfolio
Very good knowledge of investments and mortgages
Enjoy interacting with people and have the ability to inspire customers
Having fun selling
Fluent German is required, good English skills are an advantage.

We offer

Fair monthly salary in a medium-sized branch at the heart of the city
A demanding, positive team spirit
Continuing education and focus on success

Original job description

Job details

Found on:

August 1, 2026

Employer:

Basler Kantonalbank (BKB)

job percentage:

80-100%

Place of work:

Basel

Place found on:

https://www.bkb.ch/de/die-basler-kantonalbank/jobs-und-karriere/offene-stellen/kundenberaterin-individual-burgfelderplatz-2579

About the employer:

BKB is the cantonal bank of the Canton of Basel-Stadt.

Founded in 1899, it has its headquarters in Basel.

It offers accounts, loans, investment solutions and other financial services.

BKB is organized under public law and anchored in the canton.

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