Senior Customer Service Representative, Basel (Full-time)

Your tasks

• You will assist your clients with all their financial matters. At the same time, through targeted client acquisition and active networking, you will attract new clients and thus continuously build and expand your own client portfolio.
• You actively represent the bank at events and maintain personal contact with existing and potential customers.
• They work closely with our in-house experts and experts from Baumann Wiesenbach, thereby ensuring comprehensive, high-quality service for our clients.

Your profile

• A proven track record of success as a senior client advisor in private banking
• Further education in banking, e.g., CFA, AEVU, is a plus
• A large client base of high-net-worth individuals
• Enjoyment in acquiring new customers and willingness to be actively on the go
• Highly motivated to continuously expand their network—whether at gatherings, events, or through targeted personal contacts
• Strong interpersonal skills, a charming and open personality
• Entrepreneurial thinking, high level of initiative, and resilience
• Strong interest in financial markets, the economy, and current developments
• Stylish Communication in German and English

Your Future at Baumann & Cie

• With a global perspective, personal dedication, and comprehensive advice, we offer our clients in Basel, Oten, and Zurich tangible added value—not only in asset management, but especially in financial planning and retirement planning, as well as in succession and tax planning.
• Our values—excellence, entrepreneurship, respect, and ambition, as well as compliance and trust—shape our daily actions and our collaboration with our clients and customers.
• Here, on the other hand, you’ll work in a dynamic company with short decision-making chains and a family-like atmosphere. This exciting and challenging position offers an opportunity for an integrated, independent, and reliable individual to work autonomously as part of a small, experienced team and to further their personal development.