Customer Advisor: Wealthy Private Clients

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:28 November 2025
Workload:100%
Place of work:Zürich

Job summary

Exciting opportunity in Zurich for experienced professionals. Join a modern workplace with a strong team spirit.

Tasks

Manage and develop relationships with affluent clients.
Identify client needs through collaboration with specialists.
Build trust and secure wealth across generations.

Skills

Banking education with further qualifications and experience.
Teamwork, openness, and adaptability are essential.
Empathy and digital technology affinity enhance client experience.

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80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

We offer an exciting challenge in a prime location in the city of Zurich and a workplace with state-of-the-art infrastructure.

The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and the passionate dedication of each individual are our key factors for success. In addition to activities at our main branch in Zurich City, you can expect close collaboration with our specialists?

Your Tasks

Support and development of existing wealthy private clients
Systematic exploration of customer needs, taking into account individual wishes, goals, and life situations, if necessary in cooperation with internal specialists
Building trust and securing assets during generational change
Proactive sales of standardized products and services in the areas of investments, real estate financing, pension, and payment transactions
Fulfilling demanding representation tasks and participating in customer events
Participation in internal projects and the possibility to take on training activities
Opportunity to take on a specialist role in the areas of financing, investing, or pension planning

Your Profile

Banking training (or equivalent education) with appropriate further training (e.g., FA Financial Planner, Bachelor in Banking & Finance, or similar)
Several years of professional experience in serving wealthy private clients including good financing knowledge
Teamwork skills, openness, and willingness to change
Empathy, authenticity, and emotional intelligence for a versatile customer experience in all life situations
Affinity and enjoyment in using digital technologies in the consulting process

Our Offer

A workplace in a prime location in the heart of Zurich with state-of-the-art infrastructure
Taking over a well-managed and long-standing client portfolio
Collaboration in a successful and motivated team with great cohesion
Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development.

Jessica Barletta
is happy to assist you.
Phone: 044 292 65 78