Senior Private Client Advisor

Job description

Zuger Kantonalbank wants to continue to grow. With you as a Senior Private Client Advisor, we can offer our clients innovative services and a strong team spirit. Together with you, we are motivated to exceed your expectations and celebrate our successes together.

Your tasks

• Needs-oriented, individual, holistic and solution-oriented advice for our customers
• Takeover of an existing customer portfolio with responsibility for its systematic and market-oriented development and active management
• Active advising and support for your client portfolio in the areas of investments and pensions (financing is offered by the central investment treasury)
• Active participation in outbound and market development measures
• Gaining insights into the bank, maintaining and expanding the advisory approach, and handling the bank securely
• Active participation in bank and customer events as well as representing the bank in dealings with external partners
• Active participation in internal information events, working groups, projects, and expert teams

Our requirements

• Higher banking education (HF/BB, HWV, financial analyst) or currently pursuing this qualification
• Many years of experience in advising and supporting private clients with portfolio management in the areas of investment and retirement planning (expertise in financial law and inheritance law)
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with different people
• High level of trust and focus on service and solutions
• Very good IT user knowledge and digital affinity

We offer

• Performance-based compensation: 12 months' salary and a performance-based achievement bonus
• Home office and trust-based working hours: Whether in the office or at home—you decide where you work best, depending on your preferences.
• Vacation days and vacation purchase: At least 25 vacation days, plus you have the option to purchase up to 10 additional days.