Senior Customer Advisor Zurich (100%)

Job description

Senior Customer Advisor Zurich (100%)

Your tasks

• You will support your clients in all financial matters. At the same time, you will acquire new clients through targeted acquisition and active maintenance of your network, thereby continuously building and expanding 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 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, empathetic and trustworthy demeanor
• Entrepreneurial thinking, high level of initiative, and resilience
• Keen interest in financial markets, economics, and current developments, combined with a curious attitude and willingness to learn
• Confident 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

• excellent
• entrepreneurial
• respectful & empathetic
• curious and trusting

These values shape our daily actions and our collaboration with our customers.

Working environment

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.

Application process

What happens after you apply

• Reviewing documents
  We will review your application and consult with the relevant department. You will receive a response from us within one week.
• Personal interview
  We invite you to a personal interview on site, which will take place with the head of the relevant department and the human resources department.
• Second interview
  In a second interview, you will meet the partner responsible for the department. Any questions that remained unanswered in the first interview will be addressed in more detail and, if possible, we will show you your future workplace.
• 
  collaboration If the decision is in your favor, we look forward to working with you or giving you the opportunity to join our team at another time.