Senior Client Advisor Entrepreneurs & Executives (m/f) - Basler Kantonalbank
Basel
Key information
- Publication date:01 November 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Basel
Job summary
Join the Entrepreneurs & Executives team in Basel! Exciting opportunity awaits you.
Tasks
- Build and manage a sophisticated private client portfolio.
- Create personalized wealth concepts considering all assets.
- Advise on succession, estate planning, and philanthropy.
Skills
- Experience in private or corporate banking is essential.
- Strong acquisition skills and networking abilities.
- Fluent in German and proficient in English.
Is this helpful?
Birgit, Gérard, Franziska, Alexander and Adrian from the Entrepreneurs & Executives team in Private Banking in Basel are looking for reinforcement. In other words: you!
Your new job
- Building and expanding a demanding private client portfolio with an entrepreneurial background and holistic, long-term support of clients
- Creating individual asset concepts taking into account all assets, such as company shares and real estate
- Comprehensive advice on topics such as business succession, estate planning, taxes, pensions, and philanthropy
- Building and maintaining the external and internal network to acquire new E&E clients, including participation in events
- Close collaboration with our colleagues from the Commercial Clients Sales division as well as our internal specialists
What we benefit from
- Many years of professional experience as a client advisor in Private Banking, Corporate Banking or financial consulting
- Higher education at university/FH/HF in banking or finance and further training advantageous (CWMA, CFA, or similar)
- Strong acquisition skills and great perseverance in expanding and maintaining the network
- Solid know-how in asset planning, financial investments, corporate finance and business succession
- Enjoyment in the continuous development of private and business relationships with our clients ("share-of-wallet")
- Fluent German and very good English skills
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
- Challenging role with a lot of independence and responsibility
- Small and committed team supports and accompanies you and your development
- Workplace in the middle of Basel city, flexible working hours and possibility for home office
- 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, Adrian Hänggi, Head of Entrepreneurs & Executives, looks forward to your call at 061 266 28 71. For all other questions about BKB, Raphael Schlageter is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
About the company
Basel