Job offer

Client advisor:in Private clients

Zürcher Kantonalbank is looking for a customer advisor for private customers to advise its customers in the areas of payments, savings, investments and pensions. The position offers a varied job with exciting customer contacts and opportunities for career development.

Job description

Client advisor:in Private clients

Your tasks

  • Advising private customers in the areas of payments (account and card range), savings, investments and pensions
  • Recognizing potential and identifying needs
  • Arranging appointments by telephone and conducting holistic consultations
  • 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 bank accounts
  • Option to take on the role of practice trainer

Your profile

  • Completed training as a banking specialist or equivalent training
  • Experience in advising and selling basic financial products
  • Enjoy actively advising customers and have an affinity for digital channels
  • Communicative, trustworthy manner and a confident demeanor
  • You score points with your high acquisition, sales and service orientation
  • English, French, Italian or other languages are an advantage

Our 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
  • 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)

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.