Senior Customer Advisor Zurich (100%)

Tasks

• You support your clients in all financial matters.
• Through targeted outreach and active networking, 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
• Professional banking certifications (e.g., CFA, CIA, AZEK) are 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
• Stylish communication in German and English

We offer

• An exciting and challenging position at a dynamic company with quick decision-making processes and a friendly, family-like atmosphere
• The opportunity to work independently as part of a small, experienced team and to grow professionally