Client advisor:in Private clients

Job description

Customer Advisor: Private Customers 80% - 100% | Sales and Customer Service | Hombrechtikon | Experienced Professionals

Tasks

• Determining needs, taking into account individual wishes and goals and recognizing potential
• Advising private clients on payments, savings, investments, and retirement planning
• 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 buildings, recycling facilities, and safe deposit facilities
• Option to take on the role of practice trainer

Requirements

• Completed commercial banking apprenticeship or equivalent training
• Several years of practical experience in advising on and selling financial and basic products
• Enjoy actively advising customers and have an affinity for digital channels
• Your communicative, trustworthy manner and confident demeanor will benefit you in customer contact
• You score points with your high acquisition, sales and service orientation
• Support flexibility at other locations

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 and challenging customers with lots of potential
• 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)