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

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