Private Client Advisor (a)

Job description

Tasks

• You are ready to build up your own extensive client portfolio and maintain it with a lot of heart and competence
• You support our existing teams
• You enjoy advising and supporting your customers in "financing", "pension 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.

Requirements

• You have completed basic banking-related training with a vocational baccalaureate (e.g. "Finanzfachmann/-frau", IIF or HF with a specialization in "Banking & Finance")
• You have several years of experience in the financing, pension and investment business in the industry and have advisory skills.
• 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 if you can maintain a lively exchange with our customers, whether in the office or otherwise as part of our Work Smart opportunities.

We offer

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