Job offer
Senior Customer Advisor Zurich (100%)
We are looking for an experienced private banking client advisor for our team in Zurich who will support our clients in all financial matters and acquire new clients. The position offers the opportunity to work independently in a small, experienced team and to develop personally.
Your 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 internal experts and experts from the Baumann Knowledge Center, thus ensuring comprehensive, high-quality service for our customers.
Your profile
- Several years of successful experience as a customer advisor in private banking.
- Further training in banking (e.g., CFA, CIA, AZEK) is an advantage.
- 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.
- Stylish communication in German and English.
Your future at Baumann & Cie
With entrepreneurial foresight, personal commitment, and sustainable advice, we offer our clients in Basel, Olten, and Zurich unique added value—not only in asset management, but holistically: from financial planning and retirement planning to succession and tax advice.
Our values—excellence, entrepreneurship, respect and empathy, curiosity, and trust—shape our daily actions and our collaboration with our customers.
You will be working in a dynamic company with short decision-making processes and a friendly atmosphere. This exciting and challenging position offers an interested, independent, and reliable individual the opportunity to work proactively in a small, experienced team and develop personally.
We offer
- A job in a dynamic company with a friendly atmosphere.
- An exciting and challenging position with the opportunity to work independently and develop personally.
Job details
