private client advisor

Tasks

• Support and development of own customer portfolio
• Working on customer-focused solutions, financing, and retirement planning
• Actively build and maintain long-term customer relationships
• Experience in the successful acquisition of new customers
• Identifying customer needs, providing comprehensive advice, and inspiring them to choose the right financial solutions

Requirements

• Four to six years of retail banking experience
• Bachelor's degree program (university, university of applied sciences) in banking
• German (business fluent), English (advantageous)

What we offer you

• Leveraging your experience in retail banking
• The freedom and flexibility to identify customer needs and provide guidance
• Networking in Uster / Zurich Oberland
• Squad benefits
• Personal coach for managers
• Childcare up to CHF 300 per month per child to external childcare providers
• Flexible work location / home office with individual options
• Employee pension plan with a highly attractive pension fund and above-average employer contributions

Recruitment process

• Pre-selection of applications
• Interview with HR & specialist department
• Get-to-know-you interview with the team
• Offer & contract issue (digital)