Private Banker (a)

What you can expect

• You enjoy developing, analyzing, and advising a portfolio of high-net-worth private clients.
• You are able to analyze market trends effectively and meet customers' wants and needs.
• You're fascinated by the interplay between financial and income situations as a means of further developing customer relationships.
• You will primarily advise your clients on investment matters (asset management, personalized investment strategies) as well as on financing, taking into account tax and retirement planning issues.
• Working alongside experts, you’ll present your clients with solutions, retirement and estate planning options, and tax optimization strategies.
• You will perform representative duties and represent the bank at client events.

What you bring with you

• You began your career with basic training in banking or an equivalent vocational training program.
• You have several years of solid experience in the banking and financial services industry or have completed advanced training in banking.
• You demonstrate your entrepreneurial talent, customer-service orientation, and ability to take initiative through your successful management of your clients.
• You enjoy working with digital consulting tools.
• Teamwork is just as important to you as a solution- and results-oriented approach to work.
• For you, a successful day means being able to resolve one or two customer requests with the help of our in-house experts.
• Resilience and flexibility are important to you, and you've built up a network.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking services and Reisa currency
• Free SBB half-fare travelcard