Client advisor:in Private clients

Job description

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

Tasks

• 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, recyclers, and safe deposit facilities
• Option to take on the role of practice trainer

Requirements

• Completed commercial apprenticeship or equivalent training
• Several years of practical experience in advising on and selling financial and banking services
• Enjoy actively advising customers and have an affinity for digital channels
• Communicative, trustworthy manner and confident demeanor
• High acquisition, sales and service orientation
• Supporting flexibility at other locations

We offer

• Passionate and dedicated team with extensive experience and open to new ideas
• 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)