Affluent Private Client Advisor

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 be working at the Herzogenbuchsee office. We have strong roots in Switzerland. We value diversity, which helps us grow together and adds value to our business and brings added value to our

What we wish for

- Business training, ideally in the financial sector - Knowledge and experience in customer service - In-depth understanding of the stock market - Enjoy working with people; confident and professional demeanor - Strong sales performance and a high level of service orientation - Commitment to success - Very good German and English language skills

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.