Affluent Private Client Advisor, Graubünden (80–100%)

Tasks

• Are you a proactive, outgoing person? And do you really hit your stride when advising customers using the latest technologies?
• We are looking for a colleague who has a knack for understanding our customers' needs and feels at home in the digital world.
• Look forward to your daily interactions with a large but very homogeneous target audience. This focus on a specific customer segment allows us to efficiently and strategically tailor our customer service to what matters most.

Personal Profile

• Initiative and drive to proactively build a relationship with the customer
• Alignment with our market criteria
• Focus and the ability to work independently
• Flexibility and creativity to further develop an existing service concept
• Ability to achieve your goals in a customer-focused, solution-oriented, and proactive manner
• Fluency in English (optional, but a plus)
• Ability to work well with people of different personalities

Skills and Experience

• Business training, in-depth knowledge of customer service and service delivery in a banking context within the financial sector
• Several years of experience in investment advising (retail), ideally with a financial portfolio of your own for which you share responsibility
• In-depth knowledge of wealth management, mortgages, and retirement planning
• Enjoy dealing with people, confident and professional demeanor
• Highly skilled in interpersonal interactions and highly sociable
• A committed effort to ensure the success of the entire team
• Very good knowledge of German and English