Customer Advisor: Private Clients Affluent
- 10 July 2026
- 100%
- Zürich
About the job
80% - 100% | Sales and Customer Advisory | Zurich | Experienced Professionals
Our 7-member team is responsible for the individual advice and support of affluent private clients in Zurich-Wiedikon. Together with the Prime Tower and Höngg branches, we form a branch group in the Zurich-See-Albis market area.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful with us and our strength-based leadership culture.
Your Tasks
- Supporting and developing existing private clients
- Exploring customer needs including individual wishes, goals, and life situations – if necessary in collaboration with internal specialists
- Realising long-term trust building and wealth preservation during generational change
- Advising on standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Undertaking demanding representation duties and participating in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pensions
- Participating and contributing to internal projects
Your Profile
- Banking qualification or equivalent education
- Experience in servicing affluent private clients, ideally with initial knowledge in financing business
- Affinity and enjoyment in using digital technologies in the advisory process
- You bring genuine team spirit, work with commitment, and are highly motivated to work independently towards our goals.
- Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations.
Our Offer
- Mutual support, team spirit, and autonomous working are highly valued by us
- Taking over an exciting and well-managed client portfolio with lucrative new business
- Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development
- Access to internal and external networks, mentoring and support programmes, as well as sports clubs
Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62
is happy to assist you.
Phone: 044 292 27 62
