Private Customer Advisor Individual (m/f/d)

About the job

Private Customer Advisor Individual (m/f/d)

What can you expect?

• You accompany our customers with their financing wishes related to housing and advise them holistically in the areas of assets, pension, and insurance
• You develop customised solutions tailored to the individual needs and life situations of our customers
• You actively and sustainably manage your customer base and identify new potentials
• You acquire new customers and deliberately expand existing relationships
• You support sales and marketing activities and actively contribute to their success
• You represent our bank externally and maintain a strong local network

What do you bring with you?

• You have completed a banking apprenticeship
• You have further training in banking or finance or wish to develop specifically in this area
• You have essential practical experience in financing advice and ideally experience in corporate customer business
• You enjoy advising, recognise customer needs, and act in a sales-oriented manner
• You work independently, reliably, and precisely and appreciate teamwork
• You are characterised by commitment, flexibility, and a high service orientation

We foster a family-like environment

The cooperative values are our cornerstones: Together. For each other. They shape our collaboration and our interactions. The informal "du" culture creates personal closeness and equality across all levels.

We live diversity and equal opportunities

We promote the different perspectives, experiences, and skills in our teams. Because this diversity makes us special and contributes decisively to our success.

We promote personal and professional development

Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal education offer as well as a cost contribution for external training.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages with banking products, various discounts with third parties, as well as above-average pension provision.

We offer flexible working models

The work-life balance of our employees is important to us. Therefore, we create the conditions for flexible working hours – with options for mobile working, home office, and part-time positions.

We enable the purchase of additional holiday weeks

Our employees can purchase up to two additional holiday weeks per year in addition to the regular holidays.

Do you have questions?

For content-related questions about the position:

Ljubica Dicic
Team Leader Private and Corporate Customer Advisory
+41 (56) 4367517

For questions about the application process:

Anita Schnetzler
Assistant to Bank Management
+41 (56) 4367504

We look forward to your online application

About us