Job offer
Client Advisor:in Assets Private Clients
We are looking for a client advisor for private clients in Eglisau who enjoys advising clients and building long-term relationships with wealthy private clients. The position includes sales and client advisory with opportunities for further development and specialization.
Job description
Tasks
- Realizing a long-term build-up of trust and the preservation of assets on the occasion of the generation change
- Selling 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 activities or a specialist function in the areas of financing, investments 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. or in training to do so
- Experience in looking after wealthy private clients
- Affinity for and enjoyment of using digital technologies in the advisory process
- Ability to work in a team, openness and willingness to change
- Empathic, authentic and emotional manner
We offer
- Mutual support, team spirit and independent work
- Takeover of an exciting customer book
- Development plan and support for further development as part of the performance & development dialog
- Access to internal and external networks and mentoring programs (e.g. Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network)
- Attractive overall package with extensive fringe benefits and perks
Job details
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