Client advisor:in Assets

Job description

• Client Advisor:in Assets (Private)
• 60% - 100% | Sales and customer service | Pfäffikon | Experienced professionals

Tasks

• Systematically identifying customer needs, taking into account individual wishes, goals and life situations, if necessary in collaboration with internal specialists
• Carrying out all freelance administrative tasks
• Selling long-term trust building and asset preservation on the occasion of generational change
• Performing demanding representation tasks in the sense of "the near bank"

Requirements

• Banking training or equivalent training
• Further training (completed or in training) e.g. HF/BF, FA Financial Planner, Bachelor in Banking & Finance is an advantage
• Sound experience in personal customer service
• Affinity for and enjoyment of using digital technologies in the advisory process
• Trustworthy, communicative and empathetic nature
• Strong acquisition personality with a distinctive sales flair

Our offer

• An excellent, customer and performance-oriented working atmosphere with professional and competent colleagues
• Career advancement and active support
• Access to internal and external networks and mentoring programs (e.g. High Potential Community, Queers & Peers, Fondsfrauen membership, Netzwerk "Mensch" and others)
• Long-term prospects in a stable, sustainable environment
• An attractive overall package with extensive fringe benefits and perks ranging from pension plans to zoo tickets