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

They understand the diverse needs of our customers precisely and advise them competently.

Our team

You will work at the Herzogenbuchsee office, which has strong roots in Switzerland. We are a team with an open, dynamic culture. Diversity helps us grow together and adds value for us and for our business development.

What we wish for

• Commercial training, ideally in the banking sector
• Knowledge and experience in retail and corporate banking
• Sound understanding of accounting
• 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 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 more accessible to everyone.