Customer Advisor: Private Wealth and Financial Consulting (m/f/d) 80-100%

About the job

For over 160 years, BLKB has stood for trust and competence in the Basel region. Thanks to many years of advisory experience, proven expertise, and solid knowledge in the areas of investing, financing, and pension provision, it offers its clients individual solutions, guidance, and an honest opinion. We are looking for you for the location in Aesch!

Your tasks

• Your client portfolio, your responsibility - You manage a demanding portfolio, proactively maintain relationships, and develop them with foresight

• Advising and convincing - You advise on investment, pension, and financing solutions and inspire clients with BLKB's service offerings

• Initiative pays off - In addition to centrally orchestrated campaigns, you plan and implement your own sales activities

• Networker with intuition - You recognise potential, refer clients to specialist departments in a targeted manner, and create win-win situations

• The face of BLKB - At events and occasions, you represent the bank, happily expand your network, and gain new clients

Your profile

• Experience that counts - You bring at least 5 years of banking professional experience in client advisory and are an expert in the mortgage sector

• Passion for finance - Investment, pension, mortgages: You are passionate about these topics and your sales success proves it

• Communication talent with charisma - You are articulate, love contact with people, and win them over with your positive charisma and open manner

• Doer mentality - Taking initiative, working in a structured way, implementing in an organised manner - that is your DNA

• Qualification or ambition - You are already a financial advisor/planner or motivated to start further training

Your benefits

• Modern corporate culture - Open informal culture, digital working, and relaxed approach including dress code

• Generous holiday allowance - At least 27 days of holiday

• Continuing education is lived - BLKB covers the costs of your professional development and actively supports you

• Flexibility that fits - Flexible working hours and home office options

• Fair conditions - Industry-standard and fair salary as well as optimally aligned insurance benefits

• Attractive additional benefits - Discounts such as Reka money and other benefits

Curious? Then apply now - we look forward to getting to know you!