Customer Advisor: Affluent Private Clients

80% - 100% | Sales and Customer Advisory | Adliswil | Experienced Professionals Our 5-member team is responsible for the individual advisory and support of wealthy private clients in Adliswil. Our catchment area includes the interesting municipalities of Thalwil, Gattikon, Rüschlikon, Kilchberg, Adliswil and Langnau am Albis. Together with the Thalwil branch, we form a branch group in the Zürich-See-Albis market area. The competence and commitment of our employees contribute significantly to our track record. A great team spirit and passionate commitment are our key factors for success. Use the chance to be successful together with us and our strength-based leadership culture. Your tasks • Supporting and developing existing private clients • Investigating customer needs including individual wishes, goals as well as life situations - if required in cooperation with internal specialists • Realizing long-term trust building as well as wealth preservation in the context of generational change • Advising on standardized products and services in the areas of money transfers, investments, pension provisioning and real estate financing • Performing demanding representation tasks and participating in customer events • Possibility to take on training activities or a specialist function in the areas of financing, investing or pension provisioning • Participating in and collaborating on internal projects • Acquisition, customer development and pronounced cross-team collaboration complete your position Your profile • Banking vocational training or equivalent training • Completed or ongoing further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc. • Several years of experience in supporting wealthy private clients, ideally with sound knowledge in the financing business • Affinity and enjoyment in using digital technologies in the advisory process • You bring real team spirit, roll up your sleeves with commitment and work with high motivation towards our goals on your own initiative. • Your empathetic, authentic and emotional manner leads to an emotional customer experience in all life situations. Our offer • Mutual support, team spirit and independent working are highly valued by us. • Assumption of an exciting and well-managed client book with lucrative new business • A modern workplace in a freshly renovated branch • Within the framework of the Performance & Development Dialogue, we work together on a development plan and support your further development • Access to internal and external networks, mentoring and support programs as well as sports clubs Your contact Lucie Kulhanek flooks forward to helping you. Telephone: 044 292 27 62