Job offer

Client advisor:in Private clients

The position as Private Client Advisor at Zürcher Kantonalbank in Zurich offers the opportunity to be part of a dynamic team advising private clients on payments, savings, investments, and pensions, and to build long-term relationships. The position requires a completed commercial banking apprenticeship and several years of experience in client advisory services and the sale of financial products.

Job description

Client advisor:in Private clients

Details

  • 80% - 100% | Sales and customer service | Zurich | Experienced professional

Tasks

  • 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

Requirements

  • Completed commercial banking apprenticeship or equivalent training
  • Several years of experience in advising and selling financial and basic products
  • Enjoy actively advising customers and have an affinity for digital channels
  • High flexibility & ability to work in a team
  • Your communicative, trustworthy manner and confident demeanor will benefit you in customer contact
  • You score points with your high acquisition, sales and service orientation
  • Willingness to work shifts (alternating between approx. 8:00 a.m. to 5:00 p.m., 8:30 a.m. to 5:30 p.m., or 9:30 a.m. to 6:30 p.m.)

Our offer

  • An excellent, customer- and performance-oriented working atmosphere in a professional and competent team
  • Varied work with exciting and challenging customers with lots of potential
  • As an employer, your career is important to us, which is why we support and accompany you on your way
  • Central and modern workplace
  • Attractive overall package with interesting fringe benefits and employee discounts (public transportation, sports, leisure activities, childcare, health insurance, and much more).

Job details

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