Private Client Advisor Bellinzona (m/f)

About the job

No doubt about it, we are really good . Banca Cler, a young affiliate of Basler Kantonalbank, has launched on the market « Zak », the first Swiss smartphone bank. Zak gives us an edge, thanks to which we are a bit faster, smarter and perhaps even bolder than our competitors. The topic of "money" is not taboo for us either; we are used to speaking frankly about the issues we consider important. For example, we want to increase the "power" of women. For this reason, we are particularly pleased to receive applications from women. And men? No worries, they will be as welcome as ever with us. Would you like to know more about us, who we are and how we operate? Gladly .

Private Client Advisor Bellinzona (m/f)

Giuliano, Monica, Sarah and four other colleagues from the Bellinzona team need reinforcements. In other words, they are looking for you!

Your new job

• Provide clients with comprehensive, needs-based advice in the areas of financing, investments and pensions
• Manage and proactively develop your own client portfolio
• Enthuse clients with our excellent products and services
• Create contact networks and contribute to the reputation of our bank in your city (representative duties)
• Participate in organising events with clients and accompany them with style and elegance

What we ask of you

• You have at least three years of professional experience as an advisor managing your own client portfolio
• You have excellent knowledge in the areas of investments and mortgages
• You approach others in a friendly manner and know how to enthuse clients
• You have a passion for sales
• You possess solution-oriented thinking skills
• You have good knowledge of the German language
• SAQ Private Client Advisor certification is an advantage

What we offer you

• An open dialogue on the topic of "money" and also on pay equality, which really exists with us
• A positive and calm team spirit
• Growth opportunities thanks to clear processes and regular development discussions
• A workplace in the centre of Bellinzona, just a 5-minute walk from the station
• Are you expecting an excellent employment contract with us? You are right, click here to discover the details and many other benefits

Any other questions?

Don’t worry! For all technical questions regarding the position, Danilo Belotti, Branch Manager, will be happy to answer you at 091 820 60 98. For all other questions concerning collaboration with our bank – undoubtedly the coolest in all of Switzerland – Marijan Davidovic, HR Business Partner, is at your disposal at 044 218 63 01.

P.S. We are looking for professionals who work in banking, not journalists or advertisers, so you can safely skip writing a cover letter. Instead, we invite you to answer three brief questions in the application tool. Thank you!