Client advisor:in Private clients

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advisory | Zurich | Experienced Professional

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 banks
• Option to take on the role of practice trainer

Your profile

• Completed commercial banking apprenticeship 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)