Job offer

Client Advisor, Wealth Management Services, Berlin (m/f)

The Clerk Cooperative Zurich is seeking a client advisor for wealth management services in Berlin (80–100%) to provide business support to private clients, assist with investment advice, and handle telephone inquiries as part of the teleservice team.

Berlingen

Bank Cler AG

80-100%

Tasks

You will provide administrative support to individual clients from your advisor's client base or the occupational pension business and assist them with investment advice
You are responsible for coaching your own clients
You'll continue to build relationships with new customers
You facilitate customer visits to end customers as needed
You will assist with ongoing processes such as transferring assets to Switzerland, advising the heirs, and much more.
As part of the teleservice team, you will assist the cooperative's customers with inquiries received by phone

Original job description

Job details

Found on:

September 21, 2026

Employer:

Bank Cler AG

job percentage:

80-100%

Place of work:

Berlingen

Place found on:

https://www.cler.ch/de/bank-cler/jobs-und-karriere/suchen-und-bewerben/offene-stellen/kundenberaterin-vermoegende-privatkunden-biel-w-m-2740

About the employer:

Bank Cler AG is a Swiss bank based in Basel.

It was founded in 1927 as Bank Coop and later renamed.

Its focus is on private and corporate customers, often with a digital orientation.

Bank Cler is part of the Basler Kantonalbank and operates nationally.

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