Bank Cler AG
Zürich
Customer Advisor Individual Zurich (m/f)
- 10 June 2026
- 100%
- Permanent position
- Zürich
Job summary
Otto, Burak, and Semih from the team Individualkunden in Zürich are looking for reinforcement: you! Join us for an exciting opportunity in a positive work environment with great benefits.
Tasks
- Advise clients on numbers & savings, retirement, investing, and financing.
- Proactively manage and expand your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- Experience as an advisor with your own client book is essential.
- Strong knowledge in investments and mortgages is required.
- Enjoyment in sales and consulting is a must.
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About the job
Otto, Burak and Semih from the Individual Customers team in Zurich are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advise customers in the areas of accounts & savings, pension provision, investing and financing
- Proactively manage and expand your own customer portfolio
- Enthuse customers about our excellent products and services
- Network and give our bank a face in your city
What we benefit from
- Sound and several years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the areas of investments and mortgages
- Enjoy selling and advising
- Skilled in thinking in solutions
What you benefit from
- An open approach to the topic of money, including regarding pay equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace in the heart of Zurich
- Expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is about professional matters, Arafat Saiti, Team Leader Private Customer Business, looks forward to your call at 044 218 63 75. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
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!