Job offer
Client advisor:in Private clients
Zurich Cantonal Bank is looking for a Private Client Advisor (80-100%) in Wädenswil to advise and support our clients in the areas of payments, savings, investments, and pensions. The position offers a varied role with exciting client contacts and opportunities for development.
Job description
Tasks
- Welcoming our customers in the customer hall
- Determining needs, taking into account individual wishes and goals and recognizing potential
- 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
- Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe facilities
- Option to take on the role of practice trainer
Requirements
- Completed commercial banking apprenticeship or equivalent training
- Several years of experience in advising on and selling basic financial products
- Enthusiasm for active customer advice and a strong affinity for digital channels
- Your communicative, trustworthy personality and confident manner are convincing in customer contact
- You are characterized by a strong 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
- 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.)
Job details