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 at the Swiss Anchor Office. We are a diverse team, and diversity helps us grow together and adds value to our business.

What we wish for

• Business training, ideally in the banking sector
• Knowledge and experience in customer service and payment processing
• In-depth understanding of accounting, taxes, and social security law-related assignments
• Enjoy working with people and strong sales skills
• 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. If you need assistance during our recruitment process, please feel free to contact us at any time.