Affluent Private Client Advisor

Affluent Private Client Advisor

• 80%–100% | Sales and Customer Service | Dübendorf | Experienced Professionals

Your tasks

• Handling all front-line administrative tasks
• Fostering a long-term relationship of trust and preserving wealth during a generational transition
• Performing high-level representative duties in line with the "bank close to you" philosophy and participating in client events
• Opportunity to take on lending activities or a specialized role in the areas of financing, investing, or retirement planning

Your profile

• Completed banking training or equivalent training; continuing education (e.g., HFII/FA Financial Planner; Bachelor's degree in Banking and Finance (completed or currently pursuing))
• Experience in providing personalized customer service
• Ability to work as part of a team and willingness to uphold the ideals
• You'll stand out thanks to your trustworthy, communicative, and empathetic nature
• An affinity for and enjoyment of using digital technologies in the consulting process
• Your dynamic personality and strong drive to sell really round out your profile

Our offer

• An attractive overall package of extensive benefits and retirement planning, such as the ZVV, ZIV, and BonusPass
• An outstanding, customer- and performance-oriented work environment with competent colleagues. We actively foster this.
• Your career is important to us, which is why we offer you development programs
• Access to internal networks and our networks and monitoring processes (e.g., Queers & Peers, Individual Membership, Netzwerk Mensch, and others)
• Long-Term Potential in a Stable, Sustainable Environment: Universal Banks Around the World