Bank Cler AG
St. Gallen
Customer Advisor Individual St. Gallen (m/f)
- 05 August 2026
- 100%
- Permanent position
- St. Gallen
Job summary
Join our team in St. Gallen and be part of something great! This is a fantastic opportunity to thrive in a supportive work environment.
Tasks
- Provide comprehensive financial advice in savings and investments.
- Proactively manage and grow your own client portfolio.
- Engage clients with our excellent products and services.
Skills
- Experience as a consultant with a client book is essential.
- Strong knowledge of investments and mortgages required.
- Enjoyment in selling and advising clients is crucial.
Is this helpful?
About the job
The team in St. Gallen is looking for reinforcement. In other words: you!
Your new job
- Comprehensively and appropriately advise customers in the areas of accounts & savings, pensions, investments and financing
- 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
What we benefit from
- Sound and several years of professional experience as an advisor with your own customer portfolio
- Very good knowledge in the areas of investments and mortgages
- Enjoyment in selling and advising
- Skilled in thinking in solutions
How you benefit
- An open approach to the topic of money, including regarding pay equality – which we really have
- A positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace right in the middle of St. Gallen city
- Expect 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, Simon Dahinden, Market Area Manager East, looks forward to your call at 052 632 32 11. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!