Client Advisor:in Assets Private Clients

Job description

Job details

• 80% - 100%
• Sales and customer service
• Bülach
• Professional experience

Tasks

• A sound introduction to company-wide, centralized sales of asset and investment products; goals and life situations - in cooperation with internal specialists if required
• Sale of standardized products and services in the areas of financial transactions, investments, pensions and real estate financing
• Performing demanding representation tasks and participating in customer events
• Opportunity to take on training responsibility or a specialist function in the areas of financing, investing or pensions
• Participation and collaboration in internal projects

Requirements

• Banking training or equivalent training
• Completed further training e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
• Several years of experience in supporting wealthy private clients
• Affinity for and enjoyment of using digital technologies in the advisory process
• You score points with your ability to work in a team, openness and willingness to change
• An empathetic and authentic manner leads to an emotional customer experience in all situations

Our offer

• Mutual support, team spirit and independent work are very important to us
• Takeover of an exciting customer book
• As part of the Performance & Development Dialog, we work out a development plan together and support your further development
• Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, Netzwerk "Mensch" and others)
• Attractive overall package with extensive fringe benefits and perks ranging from pension plans to zoo tickets