Corporate Customer Advisor

Horgen

Key information

Publication date:05 July 2025
Workload:100%
Place of work:Horgen

Job summary

Join a dynamic team in Horgen, specializing in consulting businesses on finance. Enjoy a supportive work environment with great benefits.

Tasks

Manage an attractive portfolio of existing corporate clients.
Consult companies on financing, investments, and cash management.
Represent the bank and assist with financing applications and approvals.

Skills

Commercial training, preferably in banking, with relevant experience.
Sales talent and negotiation skills are essential.
Strong affinity for digital technologies in consulting.

Is this helpful?

60% - 100% | Sales and Customer Consulting | Horgen 1 | Experienced Professionals

We are proud to advise and support demanding entrepreneurs with their companies in all financial matters on the left shore of Lake Zurich. For this reason, we rely on personalities with high initiative among our employees, who act comprehensively and responsibly.

Your Tasks – Shape More

In this interesting role, you will manage an attractive existing corporate customer portfolio (SMEs and their owners) according to our support and consulting principles.

As a customer advisor, you will advise exciting companies and their representatives on financing, investments, retirement planning, succession, and cash management
You know how to successfully tap the potential of existing customers and acquire new customers thanks to your sales experience
As a representative of our bank, you will take on various representation tasks
Your responsibilities also include the examination, application, and approval of financing requests as well as the monitoring of credit commitments, taking into account yield and risk aspects

Your Profile – Bring More

Commercial basic training, preferably in the banking sector
Higher education (professional certificate, HF, bachelor's) or in training for it
Experience in managing private or corporate clients as well as in preparing and processing financing transactions
Good knowledge of investment and financing business as well as in law, taxes, economics, and business administration
Sales talent and negotiation skills
Affinity and enjoyment in using digital technologies in the consulting process
You score points with teamwork, performance orientation, and your positive demeanor

Our Offer – Get More

Work on challenging and relevant issues in close collaboration with internal interfaces
Be part of a strong, well-networked, and valued team in the bank
Interesting catchment area with an exciting customer structure
Opportunities for professional and personal development
An employer that cares for its employees and invests in them
Attractive overall package with extensive benefits and perks from A for retirement provision to Z for zoo tickets

Michael Vonlanthen
looks forward to helping you.
Phone: 044 292 27 15