Job offer
Client Advisor:in Assets Private Clients
Zürcher Kantonalbank is looking for a Client Advisor Wealth for Private Clients in Eglisau to join its team and advise and support wealthy private clients in the Zurich North market area. The position offers independent work, long-term trust building and opportunities for further development and specialization.
Job description
Tasks
- Personal responsibility and independent work in a dynamic environment
- 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, investing or pensions
- Participation and involvement 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
Our offer
- Mutual support, team spirit and independent work
- 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 from A for pension provision to Z for ZVV bonus pass
Job details
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