Job offer

Senior Client Advisor, Private Clients (Affluent)

Bank Thalwil Genossenschaft is seeking a Senior Private Client Advisor (Affluent) to independently manage and grow an existing portfolio of approximately 350 private clients. The role focuses on providing comprehensive advice in the areas of wealth accumulation, retirement planning, and financial life planning within a regionally based cooperative bank.

Thalwil

Bank Thalwil AG

80-100%

Tasks

Managing a personal client portfolio of approximately 350 private clients
Developing the Portfolio Using Your Experience
Consulting in the following areas:
- Investments & Wealth Building
- Financing
- Retirement Planning & Pension Planning
- Insurance & Financial Planning
Independent Management of Customer Relationships
Direct communication and uncomplicated teamwork
Quick Decision-Making

Requirements

Experience, Expertise, and Personality
Willingness to take on responsibility
Commitment to making a difference together with the company

We offer

An existing portfolio, so you can focus on advising your clients and building your relationships with them right from the start
A lot of personal responsibility
Personal Relationships Instead of Anonymity
Personalized Training and Development Opportunities
Work at a locally rooted bank with strong values and highly personalized customer relationships

Original job description

Job details

Found on:

August 31, 2026

Employer:

Bank Thalwil AG

job percentage:

80-100%

Place of work:

Thalwil

Place found on:

https://link.ostendis.com/publication/senior-kundenberater-in-privatkunden-affluent/a6bkq2shyv3z7llpk2aanx0anf5dd2d7kgudg127auoerj7lowddf3w6gnw26nxv

About the employer:

Bank Thalwil AG is a Swiss regional bank.

It offers accounts, loans, and investment products.

The focus is on private and corporate customers.

Its headquarters are located in Thalwil on Lake Zurich.

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