Client advisor:in Private clients

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advice | Effretikon | Experienced professionals

Tasks

• Advising private clients in the areas of payments, savings, investments and pensions
• Accompanying our customers into the digital world
• Arranging appointments and conducting holistic consultations
• Acquiring new customers and recognizing and communicating further customer needs
• Handling cash transactions, currency exchange, and precious metal transactions, as well as managing ATMs, recyclers, and safe deposit facilities
• Option to take on the role of practical trainer

Requirements

• Completed commercial apprenticeship or equivalent training with sound professional experience
• Many years of experience in advising and selling basic financial products
• Enthusiasm for active customer advice and a strong affinity for digital channels
• High flexibility and an independent way of working
• A communicative, trustworthy personality and your confident manner are convincing in customer contact.
• You are characterized by a strong acquisition, sales and service orientation

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 • Expansion of your network, as you will be working at different locations
• You can make a contribution by focusing on 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, etc.)