Customer Advisor Investment and Pension 80 - 100 %

About the job

Job advertisement Customer Advisor Investment and Pension 80 - 100 %

LinkedIn - Job posting

Customer Advisor Investment and Pension 80 – 100 %

Workload: 80 – 100 %

Location: Wädenswil

Your tasks

• Support of our retail and private customers in the areas of investment including asset management and pension provision
• Activities in stock exchange trading for our customers and foreign exchange management
• Various administrative tasks as well as specialist support for other departments
• Participation in market development measures and assumption of representative tasks
• Active involvement in the development and implementation of our investment policy
• Implementation of legal regulations in the investment business

You bring with you

• a successfully completed commercial training in the banking sector
• Experience in customer advice and good knowledge in the investment and pension area
• Independent and responsible way of working
• Enjoyment in supporting and advising mainly regional retail and private customers
• Service- and team-oriented personality with a pleasant manner
• Open-minded, reliable, communicative, a team player and resilient

We offer

• Individual introduction to the area of activity with appropriate on-the-job training
• Varied areas of responsibility
• Close cooperation within the team as well as with internal positions and other specialist departments
• Continuous new training and further education
• Attractive employment conditions with good social benefits
• Modern workplaces with appropriate technical aids
• You enjoy the advantages of a smaller organisation with flat management structures

Interested?

Then send us your complete application documents by e-mail or call us for further information.

Contact

Patrick Scherer Head of Investment and Pension

Sparcassa 1816 Cooperative Zugerstrasse 18, 8820 Wädenswil Tel. +41 44 783 51 11