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 will work at the Ostermundigen office, which is an integral part of our strong presence in Switzerland.

What we wish for

- Business training (ideally) - Knowledge and experience in customer service - In-depth understanding of the field - Enjoy working with people; confident and professional demeanor - Strong sales performance and high - Commitment to success - Very good German and English skills

We offer

- An inclusive culture that brings out the best in our employees - Opportunities for growth - A supportive team - Flexible work arrangements, when possible - A collaborative approach that is at the heart of everything we do - The use of artificial intelligence (AI) to work smarter and more efficiently