Private Client Advisor

Job description

Private Client Advisor

Location

• Switzerland - Zurich
• City: Bülach

Job type

• Full-time, part-time

The role

Are you a proactive, outgoing personality? And do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

Core tasks

• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You also rely on innovative tools and apps for your advice. In this way, you take customers on our journey into the future: You encourage them to use our digital products and support them in doing so.

Requirements

• Commercial training, ideally
• Knowledge of the local market and F
• Sound understanding of accounting
• Enjoy dealing with people, serious and professional demeanor
• Passion for sales and high service orientation
• Dedicated commitment to achieving goals
• Fluent written and spoken German and English

We offer

• Flexible working models if the role allows it (part-time, job sharing or hybrid working)
• Support for further development and new experiences in various roles
• A working environment that collaborates in an agile way and responds to the needs of customers and employees