Senior Customer Service Representative

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 at the Baumann Knowledge Center, thereby ensuring a comprehensive, high-quality service for our customers.

Your profile

• Several years of successful experience as a client advisor in private banking
• Further education in banking (e.g., CFA, CFIA, AZEK) is a plus
• Enjoyment in acquiring new customers and willingness to be actively on the go
• High motivation to continuously expand your network—whether at events, functions, or through targeted personal contacts
• Strong interpersonal skills, a warm and open personality, and a respectful, empathetic, and trustworthy demeanor
• Entrepreneurial thinking, high level of initiative, and resilience
• A keen interest in financial markets, the economy, and current developments—combined with a curious and eager-to-learn attitude
• Confident Communication in German and English

Your Future at Baumann & Cie

• With entrepreneurial foresight, personal dedication, and sustainable advice, we offer our clients in Basel, Olten, and Zurich unique added value—not only in wealth management, but in a holistic manner: from financial planning and retirement planning to succession planning and tax advice.
• Our values—excellence, entrepreneurship, respect and empathy, curiosity, and trust—shape our daily actions and our collaboration with our customers.
• You’ll be working in a dynamic company with short decision-making chains and a family-like atmosphere. This exciting and challenging position offers an engaged, independent, and reliable individual the opportunity to contribute to decision-making on their own initiative within a small, experienced team and to further their personal development.