Job offer
Client advisor:in Assets
Zurich Cantonal Bank is looking for a wealth management advisor to serve high-net-worth private clients in the Bülach region. The position involves providing individual advice, asset management, and the sale of financial products, as well as representative duties and potential opportunities for further training.
Job description
Tasks
- Advising and supporting high-net-worth private clients in the Bülach region
- Support in resolving life situations, in cooperation with internal specialists if necessary
- Announcement of long-term trust building and asset preservation on the occasion of generational 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 role in the areas of finance, investment, 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 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
- 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, Netzwer "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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