Client advisor:in Assets

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advisory | Volketswil | Professionals

Tasks

• Determining customer-specific wishes, goals and life situations - if necessary in collaboration with internal specialists
• Selling standardized products and services in the areas of financial transactions, investments, pensions and real estate financing
• Carrying out all front-related administrative tasks
• Realizing a long-term build-up of trust and the preservation of assets on the occasion of the generation change
• Performing demanding representation tasks in the sense of "the near bank"
• Opportunity to take on the role of practice trainer

Requirements

• Completed banking training or equivalent training
• Further training e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training) - is an advantage
• Several years of experience in personal customer service
• Affinity for and enjoyment of using digital technologies in the advisory process
• You score points with your trusting, communicative and empathetic manner
• Your strong acquisition personality with a pronounced sales flair rounds off your profile

Our offer

• An excellent, customer and performance-oriented working atmosphere with professional and competent colleagues
• As an employer, your career is important to us, which is why we actively promote it
• Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, Netzwerk "Mensch" and others)
• Long-term prospects in a stable, sustainable environment at one of the safest universal banks in the world
• Attractive overall package with extensive fringe benefits and perks ranging from pension plans to zoo tickets