Client advisor:in Assets

Job description

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

Tasks

• 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 an expansion or specialist role in the areas of finance, investments, or pensions
• Participation and collaboration in internal projects

Requirements

• Banking training or equivalent training
• Completed or ongoing further training, e.g., FA financial planner / bachelor's degree 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
• You are part of our team, openness and your willingness to change
• Your empathetic, authentic and emotional manner leads to an emotional customer experience in all situations

We offer

• Mutual support, team spirit and independent work are very important to us
• Acquisition of an exciting and well-managed customer portfolio with lucrative new business
• 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, "Mensch" network, and others)
• Attractive overall package with comprehensive fringe benefits and perks, from retirement provisions to zoo tickets.