Customer Advisor: Wealthy Private Clients

Effretikon

Key information

Publication date:05 August 2025
Workload:100%
Place of work:Effretikon

Job summary

Join our team in Effretikon, where your skills drive success! Experience a collaborative work environment with great opportunities.

Tasks

Develop and support existing affluent private clients effectively.
Identify client needs while collaborating with specialists as needed.
Build trust and manage assets during generational transitions.

Skills

Banking qualification with further education and relevant experience.
Strong expertise in affluent client management and financing.
Empathy, authenticity, and emotional intelligence for clients.

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

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 the activities in our branch in Effretikon, you can expect close collaboration with our specialist experts. Take the opportunity to be successful together with us.

Your Tasks

Support and develop existing wealthy private clients
Systematically explore customer needs, taking into account individual wishes, goals, and life situations, if necessary in collaboration with internal specialists
Build trust and secure assets during generational change
Proactive sales of standardized products and services in the areas of investments, real estate financing, pension, and payment transactions
Fulfill demanding representation tasks and participate in customer events
Participate in internal projects
Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension planning

Your Profile

Banking training (or equivalent education) as well as appropriate further education (HF, FH, etc.)
Extensive experience in serving wealthy private clients and very good financing knowledge
Team player and willingness to go the extra mile to achieve ambitious team growth goals
Empathy, authenticity, and emotional intelligence for an emotional customer experience in all life situations
Affinity and enjoyment in using digital technologies in the consulting process
Openness and willingness to change

Our Offer

Serving customers in an interesting catchment area
Collaboration in a successful and helpful team
In joint dialogue on "Performance & Development," we develop a plan for your personal development
We promote interdisciplinary collaboration with other departments as well as entrepreneurial action
Flexible annual working hours, modern work models, market-competitive salary, and diverse additional benefits

Olivier Kurt
is happy to assist you.
Phone: 044 292 93 26