Customer Service Representative, Private Clients (Affluent), 80%–100%

Your tasks

• Advice and support for high-net-worth private clients in the Zurich-Oerlikon area
• Counseling on life situations—in collaboration with in-house specialists and networks of experts and counselors, as needed
• Sales of standardized products and services in the areas of investments, real estate financing, retirement planning, and money transfers
• Complete all outsourced administrative tasks
• Building long-term trust and facilitating the intergenerational transfer of assets
• Performing demanding representative duties in the spirit of "the bank next door" and participating in client events
• Opportunity to take on training responsibilities or a specialist position in the areas of finance, investments, or retirement planning

Your profile

• Completed banking training or equivalent training
• Advanced training, e.g., HFB / FA Financial Planner + Bachelor's degree in Banking & Finance
• Several years of experience providing personalized service to high-net-worth private clients
• A person with a strong talent for sales
• Team-oriented, communicative, and empathetic personality
• A natural aptitude for and enjoyment of using digital technologies during counseling sessions
• A highly effective business developer with a strong sales instinct
• Willingness to go the extra mile to achieve ambitious goals

Our offer

• An enthusiastic and high-performing work environment with professional and competent colleagues
• Active career development through internal and external networks and mentoring programs
• Access to internal and external networks and peer groups (e.g., Queers & Pros, the Fundraisers Network "Netzwerk," and others)
• Long-term prospects in a stable, sustainable environment at one of the world's most secure universal banks
• An attractive overall package with a wide range of additional benefits and perks, from A for retirement planning to Z for the ZVV BonusPass