Job offer

Client advisor:in Private clients

The position as a customer advisor for private customers offers the opportunity to act as the first point of contact for customers, deepen advisory experience and expand skills. The tasks include advising on financial matters, selling financial products and supporting customers in the digital world.

Job description

Client Advisor:in Private Clients 80% -100% | Sales and Client Advice | Dietikon | Experienced professionals

Your tasks

  • Advising private customers in the areas of payments (account and card range), savings, investments and pensions
  • Accompanying customers into the digital world
  • Recognizing and communicating further customer needs
  • Acquiring new customers, recognizing and exploiting potential
  • Processing of cash transactions, currency exchange and precious metal transactions
  • Managing the bancromats
  • Temporary help in other teams if required

Your profile

  • Commercial banking apprenticeship or equivalent training
  • Experience in advising and selling basic financial products
  • Enjoy actively advising customers
  • Affinity for digital channels
  • Communicative and a team player
  • High acquisition, sales and service orientation
  • Flexibility and willingness to take on deputies at other locations

Our offer

  • You can expect a passionate and committed team with lots of experience and an open mind for new things - our success lies in teamwork
  • Expand your network as you work at different locations
  • Varied work with exciting customer contacts
  • You can make your contribution and take responsibility based on your strengths
  • The start of a versatile career - as a private client advisor, you will build the basis for further development in various areas within Zürcher Kantonalbank

Job details

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