Client advisor:in Private clients

Job description

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

Tasks

• Approaching our customers in the reception area, recognizing their potential and identifying their needs
• Arranging appointments by telephone and conducting holistic consultations
• Advising private customers in the areas of payments (account and card range), savings, investments and pensions
• Accompanying our customers into the digital world
• Acquiring new customers and recognizing and communicating further customer needs
• Activity as a practical instructor or practical trainer
• Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe facilities

Requirements

• Completed commercial apprenticeship or equivalent training
• Several years of experience in advising and selling basic financial products
• Enjoy actively advising customers and have an affinity for digital channels
• Flexibility and willingness for job rotation in the Uster and Egg ZH branches
• Your communicative, trustworthy manner and confident demeanor are appreciated
• You score points with your high acquisition, sales and service orientation

We 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
• You can make your contribution based on your strengths and gain your first management experience through site responsibility
• As an employer, your career is important to us, which is why we support and accompany you on your way