Client advisor:in Assets

Job description

Job details

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

Tasks

• Comprehensive knowledge of the needs of our customers
• Sales experience in a banking environment as well as entrepreneurial, target- and sales-oriented skills
• 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 managers 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.
• 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
• Empathic and authentic style for an emotional customer experience

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, Netzwerk "Mensch" and others)
• Attractive overall package with extensive fringe benefits and perks ranging from pension plans to zoo tickets