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 internal experts and experts from the Baumann Knowledge Center, thus ensuring comprehensive, 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, CIIA, AZEK) is a plus.
• Enjoyment in acquiring new customers and willingness to be actively on the go.
• A strong desire to continually expand your network—whether at gatherings, events, or through targeted personal contacts.
• Strong interpersonal skills, a warm and open personality, 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.
• Stylish communication in German and English.

We offer

With entrepreneurial foresight, personal dedication, and sustainable advice, we offer our clients unique added value—not only in wealth management, but across the board: from financial planning and retirement planning to succession and tax planning. Our values—excellence, entrepreneurship, respect & empathy, curiosity, and trust—shape our daily actions and our collaboration with our clients. You will work in a dynamic company with short decision-making processes and a family-like atmosphere. This exciting and challenging position offers an interested, independent, and reliable individual the opportunity to work proactively within a small, experienced team and to further their personal development.