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.
• You will 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
• Additional training 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 interpersonal skills, a warm and open personality, and a manner that is empathetic and trustworthy
• 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

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.

Application process

• Reviewing the documents
• Second interview
• Face-to-face meeting
• collaboration