Job offer
Client advisor:in Private clients
As a customer advisor for private clients at the personnel bank in Zurich, you will be responsible for independently supporting and advising clients on topics such as accounts, investments, and pensions. You should have experience in advising on and selling basic financial products and have completed a commercial banking apprenticeship or equivalent training.
Your tasks
- Independently supporting and accompanying our customers—active and retired employees, including partners
- Comprehensive advice on accounts and cards, investments, and retirement planning
- Actively identifying and communicating further customer needs
- Responding to all inquiries about our basic services by telephone or in person
Your profile
- Completed commercial banking apprenticeship or equivalent training with relevant professional experience
- Experience in advising and selling basic financial products
- Affinity for digital channels
- Enjoyment of active customer service and a focus on sales and service
- Excellent manners, confident demeanor, and trustworthy personality
Our offer
- We count on your ideas and offer you the freedom to contribute your ideas for the HR department of tomorrow.
- A dedicated team that looks forward to working with you
- Modern workplace at our central headquarters with good transport connections
- As an employer, your career is important to us, which is why we encourage and accompany you on your path and support you with many offers
- Access to internal and external networks and mentoring programs
Job details
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