Affluent Private Client Advisor

Your tasks

• Processing of standardized products and services in the areas of money transfers, investments, retirement planning, and real estate financing
• Providing sophisticated consulting services and preparing client analyses
• Ability to generate customer acquisition projects or recruit specialists; or to conduct recruitment processes for specialist positions in the areas of financial investments, investments, or retirement planning
• Participation and Collaboration on Internal Projects

Your profile

• Banking training or equivalent education, as well as a completed continuing education program (e.g., Certified Financial Planner, Bachelor’s degree in Banking & Finance, Higher Vocational School degree in Business Administration, etc.)
• Several years of experience in serving high-net-worth private clients, new business, and financing projects
• An affinity for and enjoyment of using digital technologies in consulting processes
• Neon brings a true team spirit to the table, is dedicated, and works with enthusiasm toward our goals.
• High level of motivation toward our goals.
• Your empathetic, authentic, and emotional nature leads to a positive customer experience in every situation.

Our offer

• We place a high priority on mutual support, team spirit, and working independently
• Acquisition of an exciting and well-managed senior client portfolio with challenging new business opportunities
• A state-of-the-art workplace at the newly opened branch in Wetzikon and an attractive office environment
• As part of the Performance & Development Dialogue, we’ll work together to create a personalized development plan and support your professional growth.
• Access to internal and external networks, mentoring and support programs, and sports clubs