Client advisor:in Assets

Job description

Tasks

• Individual advice and support for high net worth private clients in the Bülach region
• Analysis of complex life situations – in collaboration with internal specialists, if necessary
• Announcement of a long-term build-up of trust and the preservation of assets on the occasion of the generation change
• 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 supervisory duties 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 supporting 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
• An empathetic, authentic and emotional approach leads to an emotional customer experience in all situations

We 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, Netzwer "Mensch," and others)
• Attractive overall package with extensive fringe benefits and perks from A for pension provision to Z for ZVV bonus pass