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 and assisting them with their financial needs. The position offers a varied role with opportunities for further development and career advancement in a dedicated team.

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 links
  • 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

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.