Bank Cler AG
Zürich
Client Advisor Wealthy Private Clients Zurich (m/f)
- 25 June 2026
- 100%
- Permanent position
- Zürich
Job summary
Join Marc, Michael, Natascia, and their dynamic team! This is a great chance to grow with a forward-moving bank.
Tasks
- Provide holistic advice to affluent private clients with tailored solutions.
- Ensure high-quality solutions meet regulatory requirements consistently.
- Build and expand a network for sustainable growth and client relations.
Skills
- Experience in developing relationships with affluent clients is essential.
- Strong knowledge in investments, financing, and retirement planning.
- Entrepreneurial mindset with a solution-oriented approach required.
Is this helpful?
About the job
Marc, Michael, Natascia and other colleagues from the Wealthy Private Clients Central/East team are looking for reinforcement. In other words: you!
Your new job
- Comprehensive advice and support for our wealthy private clients including the development, implementation and ongoing optimisation of individual client solutions
- Ensuring the high quality of individual client solutions as well as compliance with regulatory requirements
- Systematic building and expanding of an internal and external network to promote sustainable growth and long-term client relationships
What we benefit from
- Several years of experience in building, developing and maintaining client relationships in the Wealthy Private Clients segment
- Sound knowledge in the areas of investments, financing and pensions
- Enthusiasm in dealing with clients as well as a confident manner
- Strong goal and closing orientation as well as a structured and reliable way of working
- Entrepreneurial thinking, solution-oriented working style and high quality standards
- Strong network in the Zurich area
What you benefit from
- An open approach to the topic of money, including pay equality – which we really have
- A positive team spirit awaits you
- A business area that is really moving forward and making a difference – new ideas are welcome
- A central workplace in the middle of Zurich city - only 5 minutes on foot from the station
- You expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is about professional matters, Sarah Aschwanden, Head of Wealthy Private Clients Central/East, looks forward to your call at 044 218 63 44. 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!
