Customer Advisor: Private Clients Affluent
- 01 July 2026
- 100%
- Adliswil
About the job
80% - 100% | Sales and Customer Advisory | Adliswil | Experienced Professionals
Our 5-member team is responsible for the individual advice and support of affluent private clients in Adliswil. Our catchment area includes the interesting municipalities of Thalwil, Gattikon, Rüschlikon, Kilchberg, Adliswil and Langnau am Albis. Together with the Thalwil branch, we form a branch group in the Zurich-See-Albis 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.
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 existing private clients
- Explore customer needs taking into account individual wishes, goals and life situations – if necessary in collaboration with internal specialists
- Realise long-term trust building and asset preservation in the context of generational change
- Advise on standardised products and services in the areas of payment transactions, investments, pensions and real estate financing
- Undertake demanding representation tasks and participate in customer events
- Opportunity to take on training activities or a specialist role in the areas of financing, investing or pensions
- Participate and contribute to internal projects
- Acquisition, customer development and pronounced cross-team collaboration complete your position
Your Profile
- Banking qualification or equivalent education
- Completed or ongoing further training e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
- Several years of experience in serving affluent private clients, ideally with sound knowledge in financing business
- Affinity and enjoyment in using digital technologies in the advisory process
- You bring genuine team spirit, work with commitment and are highly motivated to work independently towards our goals.
- Your empathetic, authentic and emotional manner leads to an emotional customer experience in all life situations.
Our Offer
- Mutual support, team spirit and independent working are highly valued by us.
- Take over an exciting and well-managed client portfolio with lucrative new business
- A modern workplace in a newly renovated branch
- 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, mentoring and support programmes as well as sports clubs
Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62
is happy to assist you.
Phone: 044 292 27 62
