Job offer
Client advisor:in Assets
Zürcher Kantonalbank is looking for a Client Advisor Assets for Private Clients in Effretikon to advise clients on the management of their assets and sell standardized products and services. The position offers an opportunity for personal development in a successful team.
Job description
Client Advisor:in Assets Private ClientsTasks
- Building trust and securing assets in the generation change
- Proactive sales of standardized products and services in the areas of investments, real estate financing, pensions and financial transactions
- Fulfilling demanding representation tasks and participating in customer events
- Participation in internal projects
- Opportunity to assume responsibility for training or a specialist function in the areas of financing, investing or pensions
Requirements
- Specialist banking training (or equivalent training) and corresponding further training (HF, FH, etc.)
- Sound experience in supporting wealthy private clients and very good knowledge of financing
- Ability to work in a team and willingness to go the extra mile to achieve ambitious team growth targets
- Empathy, authenticity and emotional intelligence for an emotional customer experience in all areas of life
- Affinity for and enjoyment of using digital technologies in the advisory process
- Openness and willingness to change
We offer
- Support for customers in an interesting catchment area
- Collaboration in a successful and helpful team
- In a joint dialog on the topic of "Performance & Development", we work out a plan for your personal development
- We promote interdisciplinary cooperation with other specialist areas and an entrepreneurial approach
- Flexible annual working hours, modern working models, a salary in line with the market and a wide range of additional benefits
Job details