Client advisor:in Private clients

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advisory Services | Winterthur & Stettbach | Professionals

Tasks

• Approaching our customers in the reception area, recognizing their potential and identifying their needs
• Systematic exploration of customer needs, taking into account individual wishes, goals and life situations
• Advising private customers in the areas of payments (account and card range), savings, investments and pensions
• Accompanying our customers into the digital world
• Acquiring new customers and recognizing and communicating further customer needs
• Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe facilities
• Option to take on the role of practical trainer

Requirements

• Completed commercial banking apprenticeship or equivalent training
• Several years of experience in advising and selling basic financial products
• Enjoy actively advising customers and have an affinity for digital channels
• Flexibility and willingness for job rotation in the Winterthur and Stettbach branches
• Your communicative, trustworthy manner and confident demeanor are appreciated
• You score points with your high acquisition, sales and service orientation

We offer

• Passionate and committed team with a lot of experience and open to new ideas - our success lies in teamwork
• Varied work with exciting customer contacts
• Expand your network as you work at different locations
• You can make your contribution based on your strengths
• As an employer, your career is important to us, which is why we support and accompany you on your way
• Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare, health insurance and much more)