Client Advisor: Private Wealth and Financial Consulting (60% - 100%)

About the job

Client Advisor: Private Wealth and Financial Consulting (60% - 100%)

Your area of responsibility

You...

• are responsible for a demanding client portfolio, proactively maintain your client relationships and further develop them
• advise our clients on complex financing, investment and retirement solutions and inspire them with our range of services
• accompany our clients through their life events and develop an individual wealth structure with them that creates added value
• plan individual sales activities on your own initiative in addition to centrally coordinated campaigns and carry them out
• recognise potential and refer clients to other specialist departments
• represent BLKB at events, enjoy expanding your network and acquire new clients

Your profile

You...

• have broad consulting competence with at least 10 years of banking experience and your own client portfolio
• are passionate about financing, investment and retirement topics and your proven sales success confirms your enthusiasm
• have sound expertise in investment and retirement planning as well as recognised specialist knowledge in the area of mortgages
• are articulate, enjoy contact with people and have the ability to win people over with your positive charisma and your open, upbeat manner
• bring an established network and have the ability to build and maintain sustainable and trusting business relationships
• are characterised by your proactive, structured and organised way of working, may call yourself a financial advisor or have completed another functionally relevant further education

What we offer you

• Flexible: We are committed to flexible working time models. We are open to home office and remote work, your workload can be adjusted and we ensure your successful comeback after a break or parental leave.

• Digital: We are going full throttle on the megatrend of digitalisation. We are driving the automation of our business model forward, investing in technologies and adapting our organisation towards agile working methods.

• Innovative: With us you will find an innovation-friendly climate and your ideas are in demand. We are big enough to tackle complex issues and at the same time small enough for you to make a significant individual impact.

• Forward-looking: Probably no other bank offers as many training opportunities as we do. Our employees confirm this with outstanding scores in the training criterion on kununu.

• Casual: Our dress code is quite relaxed. Just like the interaction among each other with the wonderfully uncomplicated "du" culture.

Do you have questions?

For questions about the application process
Timo Degen (Human Resources)
Tel. +41 61 925 89 74

For professional enquiries
Timothy Smith (Private Wealth & Financial Consulting)
Tel. +41 61 925 93 40