Senior Customer Advisor Zurich (100%)

Tasks

• You support your clients in all financial matters.
• Through targeted acquisition and active management of your network, you will attract new customers and 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 the Knowledge Center, ensuring a comprehensive and high-quality service for our customers.

Requirements

• Several years of successful experience as a customer advisor in private banking.
• Further education in banking (e.g., CFA, 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 social skills, engaging and open personality, who is respectful, empathetic, and trustworthy.
• Entrepreneurial thinking, high level of initiative, and resilience.
• Keen interest in financial markets, economics, and current developments—combined with a curious attitude and a willingness to learn.
• Confident communication in German and English.

We offer

• You will be working in a dynamic company with quick decision-making processes and a friendly, family-like atmosphere.
• The opportunity to work independently in a small, experienced team and develop personally.