Private Client Advisor (a)

What you can expect

• You enjoy advising your clients on financing, retirement planning, and investment matters.
• You will assist them with financing their properties (mortgages, condominiums, and multi-family homes) and offer them both standardized and customized investment solutions.
• Working with experts, you help your clients understand their long-term financial outlook through pension plan equalization and income and asset planning.
• You are able to identify customers' potential and refer them to the appropriate departments.

What you bring with you

• You have extensive knowledge of finance, retirement planning, and investments, and have already gained some experience in advising private clients.
• Ideally, you have gained your professional experience in banking through a successful commercial apprenticeship or a bachelor’s degree in a related field (e.g., “Financial Advisor”).
• You enjoy mastering a variety of tasks and have a knack for digital tools.
• For you, a successful day means being able to engage in lively conversations with our customers, whether through consultations or as part of our Work Smart initiatives.
• Teamwork with your colleagues is our top priority, as is the ability to work independently.
• Ideally, you already feel at home in the Wiettingen area.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further education scholarships
• Discounts on banking services and travel money
• Free SBB Half-Fare travelcard