Private Client Advisor (a)

Job description: Private Client Advisor

What you can expect

• You are ready to build up, develop and maintain your own extensive customer base and to increase and expand its potential.
• You enjoy looking after and advising your customers on "Financing", "Pension and Investment".
• You assist them with the financing of their properties (single-family homes, condominiums and apartment buildings) and offer them standardized investment vehicles.
• Together with experts, you will show your customers possible pension solutions and investment and wealth planning for their long-term prospects.
• You also enjoy acquiring new customers.

What you bring with you

• You have a university degree with a basic education in business administration with a vocational baccalaureate or equivalent qualification (e.g. "Höhere Fachschule" (higher technical college) without a degree or with a specialization in "Banking & Finance").
• You have relevant experience in "financing", "pensions and investments" and can therefore contribute your expertise with your advisory skills.
• You like to take responsibility and approach people proactively. You not only provide "financing" but are also a host.
• A simple "yes" for you means if you can maintain your own requirements with our customers, whether in the office or elsewhere as part of your Work Smart opportunities.
• Teamwork is important to you. We are convinced that an independent and solution-oriented way of working is important.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further training offers
• Discounts on banking transactions and reata money
• Free Haltax travelcard from SBB