Corporate Client Advisor: Direct Bank
- 14 October 2026
- 100%
- Zürich
About the job
80% - 100% | Banking Operations, Sales and Client Advisory | Zurich | Experienced Professionals
With great passion, you support more than 70,000 corporate clients together with your colleagues throughout their most important business events. You accompany SMEs from their foundation through the growth phase to business succession and also advise on private matters of the entrepreneurs. In doing so, you act as a reliable contact person, combining professional competence with closeness to the clients. Your workplace is centrally located in the lively District 5 near Hardbrücke station, alternating with regular assignments at our headquarters in Zurich City. If you enjoy working with corporate clients and want to actively shape the future of our division, then you are a good fit for us.
Your tasks
- Advising founders for a quick and smooth start into self-employment
- Providing telephone and personal consultations for both corporate clients (business and real estate financing, payment transactions, investments, pension plans) and private matters of entrepreneurs (real estate financing, investments, pension plans)
- Checking, applying for and approving financing (including mortgages, leasing and loans) as well as monitoring credit exposures
- Active needs and potential analysis as well as structured identification and exploitation of potential using our digital advisory platform
Your profile
- Completed banking apprenticeship or equivalent training with relevant banking experience
- Advanced training or currently in training (professional certificate, higher technical college, bachelor’s degree or comparable qualification in business administration or banking and finance)
- Experience in financing and investment business
- Enjoyment of the ideas and challenges of companies and their owners
- Strong communication skills and experience in client advisory by telephone and in personal meetings
- Very good German and English skills, additional language skills are a plus
Our offer
- Motivated, self-organised and cheerful team looking forward to welcoming you
- Our working style is self-determined – this entails responsibility, offers opportunities for shaping and freedom
- We invest heavily in our employees and offer individual training opportunities
- Various events and internal networks give you the chance to network quickly
- Attractive overall package, which besides an attractive base salary and variable remuneration offers many benefits and discounts – from A for pension provision to Z for zoo tickets
Fabian Herzig
is happy to assist you.
Phone: 044 292 27 96
is happy to assist you.
Phone: 044 292 27 96
