Private Client Advisor

The role

Do you have a proactive, outgoing personality and do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer systems, feels comfortable in the digital world and can take on the following tasks:

• You will manage and process your own client portfolio with investment and/or mortgage loans.
• They understand the contemporary needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You actively approach your customers and create a customer proximity that enables you to exploit further potential.
• You also rely on innovative tools and apps for your advice. In this way, you take customers with you on our journey into the future: You encourage them to use our digital products and support them in doing so.

Job type

• Full-time, part-time

Location

• Switzerland - Zurich

We offer

• Flexible working models if the role allows it (part-time, job sharing or hybrid working)
• Gain new experience in different roles or acquire new knowledge and skills
• A culture that promotes equal opportunities and values different cultures, perspectives, skills and experiences

Requirements

The text does not contain any explicit requirements. However, the following properties are mentioned:

• Initiative, outgoing personality
• Flair for the customer's facilities
• Well-being in the digital world