Customer Advisor: Private Clients Affluent

16 April 2026
100%
Pfäffikon

Job summary

Join our team in Pfäffikon for exciting sales and consulting roles. Enjoy a collaborative work environment with great benefits.

Tasks

Develop and manage relationships with affluent private clients.
Identify client needs, incorporating personal wishes and goals.
Sell standardized products in finance, real estate, and more.

Skills

Banking education or equivalent, with strong client service skills.
Experience with affluent clients and financing knowledge.
Strong communication skills and a flair for sales.

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About the job

80% - 100% | Sales and Customer Advisory | Pfäffikon | Experienced Professionals

Our team is responsible for the individual advice and support of affluent private clients in the Pfäffikon ZH region. We promote an inspiring and appreciative collaboration with internal and external contacts. Together with the branches in Bauma and Wetzikon, we form a branch group in the Oberland-Pfannenstiel market area.

The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.

Your Tasks

Support and develop existing private clients
Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
Sales of standardised products and services in the areas of investments, real estate financing, pension provision, and payment transactions
Realise long-term trust building as well as asset preservation on the occasion of generational change
Undertake demanding representation tasks in the spirit of "the close bank" and participate in customer events
Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension provision

Your Profile

Banking qualification or equivalent education
Completed further training e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance (completed or in training)
Experience in personal support of affluent private clients as well as solid financing knowledge
Affinity and enjoyment in using digital technologies in the advisory process
You score with your trustworthy, communicative, and empathetic manner
Your acquisition-strong personality with a pronounced sales flair rounds off your profile

Our Offer

An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
Your career is important to us as an employer and we actively promote it
Interesting catchment area with an exciting customer structure
Access to internal and external networks and mentoring programmes (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
Attractive overall package with extensive fringe benefits and discounts from A for pension provision to Z for ZVV bonus pass

Lucie Kulhanek

is happy to assist you.

Phone: 044 292 27 62