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 understanding customer needs and feels right at home in the digital world. Here are your key responsibilities:

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

Our team

You work in the Swiss Integration Office. We are a diverse team, and that diversity helps us grow together and adds value to our business and to each of us.

What we wish for

• Commercial training, ideally in the banking sector
• Knowledge and experience in customer service and payment processing
• In-depth understanding of investment and retirement products
• Enjoys working with people; strong social and communication skills
• Sales performance and high service orientation
• Dedicated commitment to success
• Excellent knowledge of German, Italian, 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. 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. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.