Senior Client Advisor:in Investments

Job description

Tasks

• You advise our private and institutional clients competently on investment issues and carry out well-founded portfolio analyses.
• You gain new customers through targeted acquisition and build lasting relationships.
• They analyze markets and develop convincing portfolio strategies.
• You represent the bank at events and actively maintain your network.

Requirements

• Completed banking training, ideally supplemented by further training such as AZEK AWM, CWM, DAS Private Banking & Wealth Management or Bachelor of Science FH in Banking & Finance.
• Several years of experience and sound expertise in private banking and portfolio management.
• Strong communication skills and a keen sense of customer needs.
• The ability to develop individual and needs-based solutions and build long-term customer relationships.
• Ideally, you are anchored in the Thun region and have the relevant contacts.

We offer

• An ambitious team working together to shape the growth of the investment business.
• A personal and collegial working environment with short decision-making processes.
• A secure job with attractive additional benefits.
• A flexible working environment that offers scope for personal responsibility and further development.