Job offer

Customer advisor

The position of Client Advisor (60-100%) at Privatebank von Graffenried AG in Berne involves looking after wealthy private clients and institutional assets, acquiring new clients and maintaining your own network. The position offers a great deal of creative freedom, support with training and further education and a central working location.

Berne

von Graffenried AG Private Bank

60-100%

Job description

Customer advisor 60-100%

Work location and model

Place of work: Bern
Work model: mobile-flexible work

Tasks

Management of an existing customer portfolio
Acquisition of new customers
Maintenance and improvement of your network
Cooperation with specialists from the other Group companies (Real Estate, Fiduciary & Legal) to provide comprehensive support for our clients

Requirements

Many years of professional experience with a corresponding track record in the management of wealthy private clients and institutional assets
Large network and own customer base
Sound specialist knowledge, training and further education in the financial sector an advantage
Enjoy interacting with many different contacts

We offer

Great creative freedom
Support for training and further education
Central working location with optimal accessibility and a wide range of training opportunities
Free French courses

Original job description

Job details

Found on:

15/5/2025

Employer:

von Graffenried AG Private Bank

job percentage:

60-100%

Place of work:

Berne

Place found on:

https://www.graffenried-bank.ch/stellen/kundenberater-in-60-100-2

About the employer:

Von Graffenried is a Swiss private bank in Berne.

It was founded in 1818 and offers wealth management.

The focus is on discreet support and sustainable solutions.

The bank is family-owned and independent.

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