Private Client Advisor (a)

What you can expect

• You enjoy advising and supporting your customers in matters of financing, pensions and investments.
• You will assist them with financing their properties (purchases, condominiums, and multi-family homes) and provide them with both standardized and customized offers.
• Working with experts, you will help your clients identify medium- and long-term retirement planning opportunities, income and wealth planning strategies, and their long-term financial outlook.
• You are able to identify customers' potential and refer them to the appropriate departments.

What you bring with you

• You have extensive knowledge of financing, retirement planning, and investment services, or you have completed relevant training in private client advisory services.
• You have preferably gained your professional experience in banking through a career in the lending and investment business (“Financing Experience”).
• You enjoy showcasing diversity and have a knack for digital tools.
• For you, a successful day means engaging in lively conversations with our customers, whether through consultations or as part of our Work Smart initiatives.
• You find teamwork to be a very appealing and essential way of working.
• Ideally, you already feel at home in the Wettingen area.

Total remuneration and fringe benefits

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