Job offer
Security Consultant for Individual Clients, Küssnacht, ZH
Avera Bank is seeking a motivated individual client advisor (70–90%) for its branch in Küssnacht, ZH, to strengthen the team. The position involves providing personalized advice and building a client portfolio in the areas of payment services, savings, financing, and investments.
Tasks
- Acquiring new customers and actively expanding the business segment to further strengthen our market position.
- Building and expanding your own client portfolio and providing personalized advice to assigned individual clients in the areas of payment transactions, savings, financing, investments, and...
- Assessing customer needs and developing a tailored...
Requirements
- Basic business training (preferably in the banking sector)
- Field-specific continuing education (e.g., financial planner with a federal professional certification or similar)
- Cutting-edge, specialized expertise in the areas of demand deposits, time deposits, financing, the investment market, and the banking sector
- Several years of experience managing a client portfolio
- Strong customer focus and an entrepreneurial mindset
- Strong sales development skills, sales-oriented, skilled at negotiating, and adept at closing deals
- Enthusiastic, communicative, outgoing, and personable
- Efficient and precise work methods
- Proactive, ready to take on challenges, and flexible
Job details
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