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
• A strong desire to continuously expand your network—whether at gatherings, events, 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
• Confident communication in German and English

We offer

With business acumen, 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.

You will be working 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.