Affluent Client Advisor

The role

Are you a proactive, outgoing person? And do you really shine when advising customers using the latest technologies? Then get in touch with us! We’re looking for a colleague who has a knack for understanding customer needs and feels right at home in the digital world.

Tasks

- After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients. - You will identify clients’ needs and take note of their requests.

Requirements

- Business training, ideally with a degree in investment - Knowledge of the local market and finance - In-depth knowledge of information technology - Enjoy working with people; confident and personable - Passion for professional success - Active commitment to success - Fluent German

Our team

You work at the Brig-Visp office. Diversity helps us grow together and adds value for us.

We offer

- A supportive environment where you can contribute your skills and experience - Opportunities for growth and flexible work arrangements - An inclusive culture that brings out the best in our employees - Collaboration at the heart of everything we do - The opportunity to work with artificial intelligence (AI) to be smarter and more efficient