Affluent Private Client Advisor

The role

Are you a proactive, outgoing person? And do you thrive when advising customers using the latest technologies? Then get in touch with us! We are looking for a colleague who has a flair for customer service and feels 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 in a deeply rooted Swiss environment. We’re a team committed to diversity and growing together, and we bring added value to our business and to each other.

What we wish for

• Business training, ideally in the investment field
• Knowledge and experience in dealing with customers
• In-depth understanding of investment products
• Enjoy dealing with people, confident and professional demeanor
• Sales Performance and High Sensitivity
• Dedicated commitment to success
• Very good knowledge of German and English

We offer

We are passionately committed to putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. 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. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.