Personal Banking Advisor

What you can expect

• You're ready to build and develop your own comprehensive client portfolio, and to nurture and expand it with passion and expertise.
• You enjoy advising and assisting your clients on “financing,” “retirement planning,” and “investment opportunities.”
• You will assist them with financing their properties (single-family homes, condominiums, and apartment buildings) and offer them standardized investment opportunities.
• Working alongside experts, you’ll help your clients explore options for retirement planning, income management, and wealth management to support their long-term goals.
• You also enjoy acquiring new customers.

What you bring with you

• You have completed a basic banking-related education with a vocational high school diploma or a degree from a technical college (e.g., “Financial Advisor,” IIF, or a university of applied sciences degree with a specialization in Banking & Finance).
• You have several years of professional experience in the fields of financing, retirement planning, and investments.
• You enjoy taking on responsibility and proactively reaching out to people. You’re not just a “financial advisor,” but also a “trusted advisor.”
• A simple “no” doesn’t mean “the end” for you if you can maintain active communication with our customers, whether at the office or through our Work Smart programs.
• Teamwork is important to you. You work in the office or partly from home, depending on what the situation calls for.

Total remuneration and fringe benefits

• Competitive total remuneration.
• Continuing education grants.
• Discounts on banking services and Retro-Check.
• Free SBB Half-Fare travelcard.