Bank Cler AG
Locarno
3 days ago
Basic Private Client Advisor Locarno (m/f)
- 09 February 2026
- 100%
- Permanent position
- Locarno
Job summary
Join our Locarno team as we seek a dynamic addition! Experience a flexible, supportive work environment.
Tasks
- Welcome clients and manage a diverse private portfolio.
- Provide comprehensive advice and promote financial products.
- Collaborate with colleagues across different segments.
Skills
- Complete banking education and 3 years of client advisory experience.
- Strong client service orientation and adaptability.
- German language skills are a plus.
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About the job
Amalia, Daniele, Giovanni, and Andrea from the Locarno team need reinforcements. In other words, they are looking for you!
Your new job
- Welcoming clients
- Developing and managing the basic private client portfolio
- Providing comprehensive advice and actively promoting our services and financial products
- Identifying potential and offering clients our specialist services
- Actively collaborating with colleagues from other segments
What we ask of you
- Complete banking training (AFC or equivalent training)
- At least 3 years of banking experience in Switzerland in basic private client advisory
- Versatile, dynamic, and with a strong sense of customer service
- Knowledge of the German language is an advantage
- SAQ Basic Private Client Advisor certification is an advantage
What we offer you
- An open approach to the topic of money, including salary equality – which we truly have
- A position of responsibility in your field of activity
- We are committed to offering flexible work models that balance private and professional life
- Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits
Any other questions?
Don't worry! For all technical questions regarding the position, Andrea Maggini will be happy to answer you at 091 820 60 91. For all other questions regarding collaboration with our bank – undoubtedly the coolest in all of Switzerland – Marijan Davidovic, HR Business Partner, is available 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 short questions in the application tool. Thank you!
