Kvoditoktont Specialist for Corporate Clients (All)

Your Main Responsibilities

• Consulting, Support, and Care for Existing Customers at the "Eines" Level
• Recognizing and Developing Potential in Relationships
• Comprehensive consulting on financial and portfolio matters
• Analysis and Targeted Development of Financial Solutions

Your Skills

• At least 5 years of experience
• Completed vocational diploma (EFZ)
• Shopping
• German (fluent)
• Gain experience working with corporate clients, which will build on the solid experience you’ve gained with individual clients
• Work Experience in the Corporate and Cantonal Sectors for Management Consultants
• Financial and speculative stock investments, as well as products from automated investment strategies
• Strong focus on service and customer satisfaction

Your knowledge

• A solid general education and various professional certification documents
• At least 3 years of experience in customer relations or pension planning
• Constant Confession
• Comprehensive, specialized financial services with high-quality performance
• Customer-Friendliness
• Passion and Diligent Relationship Management
• Implementation measures for concentration and reliability.

We offer you

• Modern Corporate Culture
• Stock Option Plans and a Performance-Based Compensation Package
• Flexible Work Hours / Working from Home
• Flexible work schedules for working from home can be tailored to individual needs; for example, remote work for 4 weeks a year
• Public Transportation Mobile App
• We'll set up a MAB subscription for you at work after 4 weeks
• Orientation
• Fair Wages
• You'll enjoy an open, fair, and supportive work environment.