Customer Advisor Private Clients

80% - 100% | Sales and Customer Advisory | Adliswil | Experienced Professionals Our team in the Adliswil and Thalwil branches has high standards for top-tier advisory for our clientele. With this, we want to make a significant contribution to being perceived by our customers as their "local bank" for a lifetime, enabling sustainable relationships to develop. In this way, we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate! Your tasks • Receiving our customers in the banking hall • Determining needs by including individual wishes and goals as well as recognizing potential • Accompanying our customers into the digital world • Conducting holistic advisory meetings with private female and male clients in the areas of numbers, saving, investing, and pension planning • Acquiring new customers as well as recognizing and mediating further customer needs • Processing cash transactions, currency exchange, and precious metal transactions as well as managing safe deposit facilities • Option to take on the role of practical trainer Your profile • Completed commercial bank apprenticeship (EFZ) or equivalent banking specialist training, such as that offered by CYP or other recognized institutes • Several years of professional experience in the advisory and sale of financial and basic products in a bank • Enjoyment of active customer advisory and affinity for digital channels • Confident appearance in customer contact through a communicative and trustworthy manner • High acquisition, sales, and service orientation • Flexibility to support other locations Our offer • A passionate and committed team with a lot of experience and open to new things - our success lies in teamwork • Varied activity with exciting and challenging customers with a lot of potential • Diverse opportunities to develop personally and professionally • Your career is important to us as an employer, and therefore we promote and accompany you on your way • Comprehensive overall package which, in addition to the attractive basic salary and variable compensation, offers many benefits and advantages - from A as in retirement provision to Z as in ZVV-Bonuspass Your contact Vivien Däppen freely looks forward to helping you. Telephone: 044 292 27 19