Basel
2 months ago
Individual Customer Advisor
- 09 December 2025
- 100%
- Permanent position
- Basel
Job summary
Join the team at Burgfelderplatz for an exciting role! Enjoy a supportive work environment and great benefits.
Tasks
- Provide comprehensive financial advice to clients on investing and planning.
- Proactively manage and expand your own client portfolio.
- Engage clients with our excellent products and represent our bank.
Skills
- Experience as a consultant with a client portfolio is essential.
- Strong knowledge of investments and mortgages required.
- Excellent communication skills in German and basic English preferred.
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About the job
Marko, Milan, Nicola, and Thomas from the Private Customers Individual Burgfelderplatz team are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advise customers in the areas of financing, investing, and retirement planning
- 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 (representation tasks)
What we benefit from
- Professional experience as an advisor with your own customer portfolio
- Very good knowledge in the areas of investments and mortgages
- Enjoyment in contact with people and the ability to inspire customers
- Enjoy selling
- Confident German is required, good English skills are an advantage
- Experienced in thinking in solutions
How you benefit
- Besides a bank with a lot of tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
- A family-like environment in a medium-sized branch at the pulse of the city
- A calm, positive team spirit
- We do not confuse success orientation with elbowing
- Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions? Gladly! If it’s about professional matters, Nicola Gassmann, Branch Manager Burgfelderplatz, looks forward to your call at 061 266 26 39. For all other questions about BKB, Michel von Siebenthal is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can skip the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
About the company
Basel