Affluent Private Client Advisor, Bern, 80–100%

The role

Are you a proactive, outgoing person? And do you really shine when advising customers using the latest technologies? Then please get in touch with us! We’re looking for a colleague who has a knack for our customers’ investments and feels right at home in the digital world.

Tasks

- You accurately identify the diverse needs of our customers and provide them with expert advice.

Our team

You’ll work at our office, which has strong roots in Switzerland. We value diversity, encourage growth together, and deliver added value to our customers.

What we wish for

• Business training, ideally in the financial sector
• Knowledge and experience in the client and investment business
• In-depth understanding of stocks, bonds, and alternative investments
• Enjoy dealing with people, confident and professional demeanor
• Sales performance and high service orientation
• Dedicated commitment to success
• Very good knowledge of German and English

We offer

We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible work arrangements. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re stronger. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.