Customer Advisor: Wealthy Private Clients

Zürcher Kantonalbank und ihre Tochtergesellschaften

Bülach

Key information

Publication date:24 September 2025
Workload:100%
Place of work:Bülach

Job summary

Join our dynamic team in Bülach, focusing on wealth management. Enjoy a supportive work environment with great benefits!

Tasks

Develop and support affluent private clients in the region.
Identify client needs, collaborating with specialists as needed.
Build long-term trust and support wealth preservation during generational transitions.

Skills

Banking qualification or equivalent with further training required.
Experience with affluent private clientele.
Empathetic and authentic communication skills.

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80% - 100% | Sales and Customer Consulting | Bülach | Experienced Professionals

Our 12-member team is responsible for the individual advice and support of wealthy private clients in the Bülach region. Together with the branches in Dielsdorf and Eglisau, we form a branch group in the Zurich North 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 together with us and our strength-based leadership culture.

Your Tasks

Support and develop wealthy private clients
Explore customer needs taking into account individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
Realize long-term trust building as well as asset preservation on the occasion of generational change
Sell standardized products and services in the areas of payment transactions, investments, pensions, and real estate financing
Perform demanding representation tasks and participate in customer events
Opportunity to take on training activities or a specialist function in the areas of financing, investing, or pensions
Participate and collaborate in internal projects

Your Profile

Banking training or equivalent education
Completed further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
Several years of experience in serving wealthy private clients
Affinity and enjoyment in using digital technologies in the consulting process
You score with your teamwork skills, openness, and willingness to change
Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations

Our Offer

Mutual support, team spirit, and independent work are highly valued by us
Taking over an exciting customer portfolio
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 and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets

Jessica Barletta
is happy to help you.
Phone: 044 292 65 78