Client Advisor for Wealthy Private Clients (m/f)

About the job

Claudia, Markus, Joshua and other colleagues from the Wealthy Private Clients team in Basel are looking for reinforcement. In other words: you!

Your new job

• Comprehensive and long-term management of a demanding private banking portfolio with a focus on investment advice
• Developing customised wealth strategies considering all aspects such as financial planning, estate, pension, and financing with the help of our internal specialists
• Acquiring new clients in collaboration with other segments, at networking events, and through personal acquisition
• Providing high-quality service and strengthening the trust relationship with clients
• Active participation in strategic projects and the further development of the division

What we benefit from

• Banking education with advanced training or university/college degree
• Additional training in financial planning desired
• Professional experience in private banking with Swiss clients
• Strong in client acquisition and maintaining networks
• High commitment, reliability and integrity
• Exemplary manners as well as a winning and trustworthy appearance
• Well connected in the Basel region

What you benefit from

• Besides a bank with a long tradition, find further exciting opportunities at our young, cheeky subsidiary Bank Cler to help shape the group
• A private banking with a lot of drive, which is strongly focused on our BKB Strategy 26+
• A workplace in the centre of Basel within walking distance of Basel SBB station
• Flexible working hours, opportunities for home office
• Expect a comprehensive employment package from us? You are right, here are the details and many other benefits

Any questions? Gladly! If it’s about professional matters, Adrian Glaser, Head of Wealthy Private Clients, looks forward to your call at 061 266 31 38. For all other questions about BKB, Raphael Schlageter is happy to assist you.

P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!