Private Client Advisor (a)

Job description

What you can expect

• You are ready to take on your own extensive customer base and maintain and expand it with a lot of heart and expertise.
• 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 investments and
• Together with experts, you will show your clients our advisory, deployment and asset management services for their long-term prospects on an equal footing.
• You also enjoy acquiring new customers.

What you bring with you

• You have basic vocational training with a vocational baccalaureate or an apprenticeship in a relevant profession (e.g. "Finance Specialist", "IWP" or FH with a specialization in "Banking & Finance").
• You have knowledge of the "financing", "pension and investment business" and thus bring your experience and enthusiasm with your advisory skills.
• You like to take responsibility and approach people proactively. You are not just a "financial advisor", but also a host.
• An easy day for you is when you can maintain a lively exchange with our customers, whether in the office or elsewhere as part of your Work Smart opportunities.
• Working in a team means just as much to you as an independent and solution-oriented way of working.

What we offer

• Total remuneration and fringe benefits
• Competitive total remuneration
• Further education contributions
• Discounts on banking transactions and retro money
• Free SBB Half-Fare travelcard