Private Client Advisor (a)

Job description

What awaits you

• You are ready to take on and maintain your own extensive customer portfolio and to manage and expand it with a great deal of passion and expertise. To strengthen our existing team, we will support you with in-depth further training and an attractive incentive system consisting of a performance bonus and a function bonus.
• You enjoy advising and supporting your customers on financing, pensions and investment matters.
• You assist them with the financing of their properties (single-family homes, condominiums and apartment buildings) and offer them standardized investment opportunities.
• Together with technical experts, you show your customers that you have a consistent and forward-looking approach to banking.
• You also enjoy acquiring new customers.

What you bring with you

• You already have a basic education in business administration (e.g. certified auditor, certified tax expert), HFW or FH with a specialization in banking & finance
• You have knowledge of financing, pensions and investments and your professional experience has already brought you initial success in supporting customers.
• You like to take responsibility and approach people proactively. You are not only a financial advisor but also a host.
• A simple word for you means that if you can maintain your own standards when dealing with our customers.
• Teamwork is important to you, e.g. with Marco, Michelle, Claude, Lukas, Antonio and Dominik, as is an independent and solution-oriented way of working.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education contributions
• Discounts on banking transactions and retro money
• Free half-fare travelcard from SBB