Job offer
Senior Customer Advisor Zurich (100%)
We are looking for a dedicated and strategic thinker to join our team in Zurich as a Senior Client Advisor, who will support clients in all financial matters and build their own client portfolio. The position offers a challenging and dynamic environment within a small, experienced team, with opportunities for personal growth.
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 to ensure that our customers receive comprehensive, high-quality service.
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.
- A strong desire to continually expand your network.
- Strong interpersonal skills, a charming and open personality.
- Entrepreneurial thinking, high level of initiative, and resilience.
- A keen interest in financial markets, the economy, and current developments.
- Stylish communication in German and English.
We offer
With business acumen, personal dedication, and sustainable consulting, we provide our clients with unique added value.
You will be working in a dynamic company with quick decision-making processes and a friendly, family-like atmosphere.
This exciting and challenging position offers an interested, self-motivated, and reliable individual the opportunity to work independently within a small, experienced team and to further their personal development.
Job details
