Job offer
Client Advisor: Private Clients (Affluent Seniors)
Zürcher Kantonalbank is seeking a Client Advisor for Affluent Senior Private Clients in Dübendorf to advise high-net-worth clients with personal and business accounts. The position requires at least two years of experience in banking, as well as a strong business acumen and excellent communication skills.
Tasks
- Maintain excellent relationships with clients.
- Provide comprehensive financial advice tailored to individual needs.
- Identify business opportunities for clients.
- Build a top-notch team of financial professionals.
- Increase your earning potential through sales initiatives.
- Ensure client satisfaction through an integrated care approach and professional service.
- Develop additional opportunities for networking in the area.
- Secure capital at competitive interest rates.
Requirements
- A strong background in finance or banking, such as a degree in economics, finance, business, banking, or related fields.
- Work experience in banking, specifically in personal and corporate banking and in private banking (at least two years) and/or extensive experience with private clients.
- Familiarity with and enthusiasm for digital technologies are desirable.
- Excellent interpersonal skills and strong communication skills.
- A well-rounded and well-thought-out profile with strong business acumen.
We offer
- It integrates an innovative management system and cutting-edge technologies.
- Strongly focused on teamwork and communication.
- Benefits from a culture that encourages continuous improvement and professional development.
Job details
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