Bank Cler AG
Bern
Yesterday
Client Advisor for Wealthy Private Clients and Deputy Head Bern (m/f)
- 01 June 2026
- 100%
- Permanent position
- Bern
Job summary
Join Marc, Monica, and Thomas at our dynamic team in Bern! We offer a supportive environment with great benefits.
Tasks
- Provide expert advice to clients on investing, financing, and retirement.
- Proactively manage and grow your own client portfolio.
- Network and represent our bank in your local community.
Skills
- Experience as a client advisor with a strong customer portfolio.
- Excellent knowledge of investment, financing, and retirement planning.
- Strong interpersonal skills and a passion for client engagement.
Is this helpful?
About the job
Marc, Monica, Thomas and other colleagues from the Wealthy Private Clients Mittelland team are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advising clients in the areas of investing, financing and retirement planning
- Proactively managing and expanding your own client portfolio
- Enthusing clients about our excellent products and services
- Networking and giving our bank a face in your city
- Acquiring new client relationships within the division as well as cross-divisionally
What we benefit from
- Several years of professional experience as a client advisor with your own client portfolio in this segment
- Very good knowledge in the areas of investments, financing and retirement planning
- Enjoyment in contact with people and the ability to enthuse clients
- Entrepreneurial thinking as well as a high quality standard for your own work
- Enjoyment in holistic advising
- Confident appearance
- Practised in thinking solution-oriented
- Enjoyment in networking as well as an established network in Bern and surroundings
How you benefit
- 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 Bern city – only 5 minutes’ walk from the station
- Do you 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, Ivana Nyffenegger, Head of Wealthy Private Clients Mittelland, looks forward to your call at 031 327 75 20. For all other questions about working at perhaps the coolest bank in Switzerland, Dominique Henzi, HR Business Partner, is available at 031 327 75 91.
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!
Dominique Henzi
HR Business Partner
