Private Customer Advisor (m/f/d) Bank Region Sursee

80 - 100%, Region Aarau to Lucerne

Setting new standards together and shaping the future - for us, this means more than just completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to take new paths. With us, you will find an environment where trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This way, you have the opportunity to truly make a difference for our customers, your team, and your personal development.

What you achieve

Whether it is choosing the right investment solution or financing their own home: you support our customers in realising their dreams. Have an open ear for their needs, put yourself in their situation, and find the optimal solution - personally and in partnership. You can combine the best from our wide range of insurance and banking products.

• You competently and needs-orientedly accompany our customers in the individual private customer segment in the areas of liquidity management, pension provision, assets, and financing. You integrate insurance services and services from our partnerships into your overall advice, always in close cooperation with your colleagues from the bank and insurance.
• You consistently implement the market approach defined in the team with a lot of energy and passion; this in the region between Aarau and Lucerne.
• You develop an existing customer portfolio in collaboration with the insurance.
• You identify potentials that you either exploit yourself or pass on to our private bankers for further support.

What you bring

You are that certain combination of sales talent, open ear, and numbers person. You think analytically, can also immerse yourself in complex situations, and convincingly represent your solutions. Be aware that you are the face of our banking: you bring passion, courage, discipline, and appetite for new things - the rest we will teach you. At Helvetia, we firmly believe that we find better solutions when we network. Therefore, you will work closely with your colleagues from insurance and banking.

• Completed banking training and/or further education in banking or finance
• Business management further education is an advantage, e.g. Higher Technical College for Business or University of Applied Sciences
• At least 3-5 years of experience in consulting in the banking or financial sector
• SAQ certification (Individual Customer Advisor profile)
• Willingness to travel: You meet with colleagues and customers at various agencies or at customers’ homes
• Networking in the region: Your network in the region helps you
• Very good oral and written expression in the German language

Collaboration that makes a difference

We believe in collaboration at eye level, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions - for our customers as well as for us as a team.

Contact

Esther Glutz

HR Business Partner +41 58 285 3807

Your Manager

Roger von Arx Head of Private Banking Region Zurich & Central Switzerland