Senior Customer Advisor Zurich (100%)

Tasks

• You support your clients in all financial matters.
• At the same time, you will gain new customers through targeted acquisition and active maintenance of your network, thereby continuously building and expanding your own customer 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.
• 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.
• High motivation to continuously expand your network—whether at events, functions, or through targeted personal contacts.
• Strong social skills, engaging and open personality, who is respectful, 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.
• Communicate confidently in German and English.

We offer

With entrepreneurial foresight, personal commitment, and sustainable advice, we offer our clients unique added value—not only in wealth management, but in a holistic manner: from financial planning and retirement planning to succession and tax planning.

You’ll be working in a dynamic company with short decision-making chains and a family-like atmosphere. This exciting and challenging position offers an interested, independent, and reliable individual the opportunity to work proactively as part of a small, experienced team and to further their personal development.