Private Client Advisor

Job description

Tasks

• Comprehensive and needs-based support for our customers in the areas of investment and finance
• Recognizing and exploiting customer potential through active and consistent management of your own customer portfolio and cross-selling
• Collaboration in market development measures

Requirements

• Teaching certificate and several years of experience in advising private or corporate clients
• Sound knowledge of financial accounting
• Passion for customer advice and customer acquisition
• Further training in banking is an advantage (Financial Planner FA, IAFB etc.)
• Local roots in the region and network in the Zug financial center or willingness to do so

We offer

• Exciting, varied tasks in a dynamic and performance-oriented environment
• We promote work-life balance
• We promote personal and professional development
• We offer flexible working models
• We live a responsible corporate culture
• We work openly
• We enable the purchase of additional services