Client Advisor: Private Clients (Affluent Seniors)

Tasks

• Sales and client services for high-net-worth individual and institutional clients
• Specializing in a handful of clients and their respective environments
• Generational Transition
• Handling challenging presentation tasks in line with the “the nearest branch” approach and participating in client events
• Opportunity to take on a training role or a specialized position in the areas of finance, investing, or retirement planning
• Providing services to high-net-worth private clients in collaboration with internal and external partners
• Together with the team, we are developing our Oberland-Pfannensattel business unit
• Tailored solutions are our strength and our strength-based

Requirements

• Completed banking training or equivalent training (e.g., HAFI/FA Financial Planner)
• Experience with clients in the private banking segment
• Experience with internal and external networks
• Motivated to strengthen our team and expand our customer base
• Extensive experience in providing personalized customer service
• Ability to work well with others and willingness to go the extra mile to achieve ambitious goals
• An affinity for and enjoyment of using digital technologies in the consulting business
• You'll stand out thanks to your trustworthy, communicative, and empathetic personality
• Your strong, results-oriented personality and keen sales instinct round out your profile

We offer

• A high-quality, dedicated, and highly skilled consulting environment
• We care deeply about your career, which is why, in addition to attractive career opportunities, we also offer a wide range of professional development programs (e.g., Queers & Peers, cross-border opportunities within the “Mensch” network, and more).
• A long-term outlook in a stable, sustainable environment, both domestically and internationally
• An attractive package of extensive additional benefits and perks, ranging from childcare rates of up to CHF 2,000.
• A high-quality, new, and performance-oriented work environment with friendly coworkers
• We care deeply about career development, which is why—in addition to our internal and external networks and mentoring programs (e.g., Queers & Peers, cross-border opportunities within the “Mensch” network, and others)—we offer
• Long-term prospects in a stable, sustainable environment both domestically and abroad
• Attractive comprehensive packages with a wide range of additional benefits and perks—from retirement planning to up to CHF 2,000.