Private Client Advisor (all)

Overview

Private Client Advisor (all) - 80 - 100% permanent position (open-ended) - immediately or by arrangement - home office option

Tasks

• Your team, with whom you will work together on the further development of our consulting and the expansion of team-related courses
• Engage with clients by working with our financial planning experts to address their needs
• Experience in advising private clients and good specialist knowledge in the areas of investment, finance and pensions
• Flexibility to actively build and maintain long-term customer relationships
• Experience in the successful acquisition of new customers and an open, outgoing personality
• A flair for recognizing customer needs and inspiring them with suitable financing solutions.

Requirements

• at least 2-3 years client advisory retail banking
• Completed vocational training (EFZ) Bank
• German (business fluent)
• French (good knowledge)

We offer

• Flexible working hours / home office
• Individual options for home office
• Individual further training
• Attractive contributions for external training
• Cards, mortgages and financial services with preferential conditions
• DC culture
• Lively team spirit with transparent communication
• Freedom of movement and cultural offers
• Discounts for M-Club vouchers for concerts, travel and much more.
• Cumulus points
• Up to 5 additional points per franc purchase value
• Cell phone subscription
• Discounted subscriptions and registration also for family and friends
• Working healthily
• Sabbaticals as regeneration time after 7 years of employment