Private Client Advisor

The role

Are you a proactive, outgoing person who thrives on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague for our team in Gstaad who has a flair for the needs of international customers in our tourist resort and feels at home in the digital world.

Tasks

And these are your core tasks:

• After a comprehensive training period, you will manage and work on your own portfolio of investment and mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for finding optimal solutions. This allows you to secure your customers in the long term and score points with new customers.
• You actively approach your customers and build customer relationships that enable you to tap into further potential.
• You also rely on innovative tools and apps in your consulting work. This allows you to take customers with you on our journey into the future. You encourage them to use our digital offerings.

Our team

You will work at our office in Gstaad, Switzerland. We are a team that values diversity and helps each other grow.

What we wish for

We are looking for someone with:

• Commercial training, ideally with a sound understanding of accounting
• Knowledge of the local market and fixed habits in dealing with international customers
• Proficiency in dealing with cultural and linguistic diversity, as well as an affinity for technical advances and a high degree of openness to digitalization
• Passion for sales and high service orientation
• Committed to the success of our team
• Fluent German and good knowledge of French

We offer

We offer you a supportive environment where you can use your skills and experience to grow alongside our team. Our inclusive culture brings out the best in our employees, no matter where they are in their career journey. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work isn't done alone. That's why collaboration is at the heart of everything we do. Because together, we are stronger.