Private Client Advisor (all)

Overview

We are looking for a private client advisor (all) for a permanent position (open-ended) at our branch in Zug.

Tasks

• Together with your team, you will be responsible for the further development and expansion of existing customer relationships.
• With your winning and cheerful manner, you find it easy to acquire and inspire new customers.
• You enjoy participating in marketing events and occasions.

Profile

• At least 2 to 3 years of customer service experience
• Completed vocational training (EFZ) Bank
• German (business fluent)
• Thanks to your experience in private client consulting, you have a good knowledge of investments, financing, and retirement planning.
• Flair for actively building and maintaining long-term customer relationships
• Experience in the successful acquisition of new customers
• Flair and pleasure in recognizing customer needs and inspiring them with suitable financial solutions

Offer

• Social benefits
  • Optimal coverage in case of illness and accident as a private client advisor
• Employee offers
  • Generous annual well-being credit
  • Discounted subscriptions and registrations also available for family and friends
  • Cumulus points
    • Up to 5 additional points per franc purchase value