Client advisor:in Private clients

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advisory | 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
• Handling cash transactions, currency exchange, and precious metal transactions, as well as managing ATMs, recyclers, and safe deposit 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 and 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 transport, sports, leisure, childcare, health insurance and much more)