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 clientsDetails
- 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