Customer Advisor: Estate Settlement

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:30 September 2025
Workload:100%
Place of work:Zürich

Job summary

Join our team in Zürich at a Direktbank Service Center, where we support clients during challenging times. Enjoy a collaborative and meaningful work environment.

Tasks

Manage client portfolios and make decisions on estates and assets.
Serve as a key contact for heirs, authorities, and internal teams.
Analyze cases and contribute to process improvements.

Skills

Completed bank training or equivalent, with customer experience.
Knowledge of inheritance and estate law is a plus.
Empathy and strong service orientation are essential.

Is this helpful?

80% - 100% | Direct Bank / Service Center | Zurich | Experienced Professionals

You are a responsible personality who enjoys customer contact and are looking for a meaningful task? Then you are in the right place! In our Estate Settlement department, you are the central point of contact for all matters related to estate settlements. You support heirs, executors, and authorities from the notification of a death to the division of the estate – always with the goal of creating a positive customer experience during a life-changing event.

Your tasks

You independently manage a customer portfolio and make decisions regarding estates from domestic and foreign sources, including the regulation of financing and investments
You are an important contact for heirs, offices, and internal departments and are in daily telephone and written contact with them
You analyze situations, use your scope of action, and make case-related decisions
You actively contribute to the further development and improvement of our processes

Your profile

You have completed a banking apprenticeship, an equivalent education, or have a background in the legal field and bring experience in customer contact
You have knowledge or interest in matrimonial property and inheritance law and want to develop further in this area
You are service-oriented, empathetic, and have a sense for recognizing and responding to individual needs
You are a team player with a positive attitude and appreciate collaboration in a supportive environment

Our offer

A meaningful task where you support people in a challenging phase of life
Room for co-design and further development of our topic
Attractive training opportunities and development possibilities to advance professionally and personally
A supportive team culture where collaboration and mutual appreciation are highly valued

Jasmin Flammer
is happy to help you.
Phone: 044 292 30 39