Affluent Private Client Advisor

Job Description

• Affluent Private Client Advisor
• 80%–100%
• Sales and Customer Service
• Zurich
• Experienced professionals

Your tasks

• Sales Agreements for Banking Products and Services
• Sale of standardized products and services, such as real estate financing, retirement planning, and currency exchange
• Handling administrative tasks that arise over the course of a year
• Performing administrative tasks related to the industry contract
• Performing administrative tasks within the industry
• Responsibility for handling challenging sales conversations and facilitating a wide range of
• Opportunity to take on training duties or one of his
• Willingness to take on training duties or one of his

Your profile

• Completed banking training or equivalent training
• Continuing education, e.g., HFBF / Certified Financial Planner / Bachelor's degree in Banking &
• Several years of experience in providing personalized wealth management services
• Ability to work as part of a team and willingness to go the extra mile to achieve ambitious goals
• An affinity for and enjoyment of using digital technologies in consulting
• You'll stand out thanks to your trustworthy, communicative, and empathetic
• Your strong sales-oriented personality with a keen sense of

Our offer

• An outstanding, customer- and performance-oriented work environment
• competent colleagues
• As an employer, we care deeply about your career, and that's why f
• Access to internal and external networks and mentoring programs
• Fondsrüsten membership, the "Mensch" network, and others)
• Long-term prospects in a stable, sustainable environment at
• EIA Banking Market of the Mit
• An attractive overall package with extensive benefits and v
• Retirement Planning with Z, such as the ZBW BonusPass