Private Client Advisor (m/f/d)

Job description

What you can expect

• You are prepared to build up and support your own extensive customer base and to develop and maintain and expand its potential.
• You enjoy helping your customers and clients in
  • "Financing"
  • "Pension and investment funds"
  to provide advice and support.
• You assist them with the financing of their properties (single-family homes, condominiums and apartment buildings) and offer them standardized offers and solutions.
• Together with experts, you will show your clients medium-term pension, income and wealth planning for their long-term prospects.
• You also enjoy acquiring new customers.

What you bring with you

• You have completed your basic training in business administration with a vocational baccalaureate (e.g. "Finanzfachmann/-frau", "Kauffrau/-mann" or FH with a specialization in "Banking & Finance").
• You have several years of consulting experience in the areas of financing, pensions and investments and have already gained some management experience.
• You like to take responsibility and approach people proactively. You are not just a "consultant", but also a host/hostess.
• An easy day for you is when you can look after your own customer base and customers, whether in the office or elsewhere as part of your Work Smart opportunities.
• You will work as part of a team as well as independently and autonomously.

What we offer

• Total remuneration and fringe benefits
  • Competitive total remuneration
  • Further education contributions
  • Discounts on banking transactions and Reika money
  • Free Halitab subscription from SBB