Job offer
Client advisor:in Private clients
Hypothekarbank Lenzburg is seeking a service-oriented and competent individual to join its dedicated team at its headquarters in Lenzburg as a Private Client Advisor. The position involves a variety of tasks, such as preparing onboarding documents, following up on sales leads, and referring potential clients, and requires basic business training and experience as a private client advisor.
Tasks
- Preparing onboarding materials and actively developing sales initiatives
- Referral of potential customers to other customer segments
- Cash Management (ATM Management)
Requirements
- Basic business training; banking experience is a plus
- Experience as a personal banking advisor
- Strong sales and customer focus
- Initiative and a willingness to perform
We offer
- Further training opportunities
- Uncomplicated "you" culture
- Short decision paths
- Suitable for returners
Job details