Customer Advisor: Private Customers Personal Bank

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:21 January 2026
Workload:100%
Place of work:Zürich

Job summary

Join our dynamic Personalbank team in Zürich, dedicated to client care. Enjoy a supportive environment with growth opportunities.

Tasks

Independently support and guide clients, including active and retired employees.
Provide holistic advice on account options, investments, and retirement.
Identify and refer additional client needs proactively.

Skills

Completed commercial banking training or equivalent experience required.
Experience in financial product sales and advisory services essential.
Strong digital affinity and excellent interpersonal skills needed.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

In our Personal Bank we passionately support our employees on topics such as investments, financing, and retirement planning in a team of 25 people. We provide our customers with comprehensive advice tailored to their financial needs and work closely with relevant stakeholders.

Your Tasks

Independently support and accompany our customers - active as well as retired employees including partners
Holistic advice on account and card range, investments, and retirement planning
Actively identify and communicate further customer needs
Answer all inquiries about our basic services by phone or in personal customer contact

Your Profile

Completed commercial banking apprenticeship or equivalent education with relevant professional experience
Experience in advising and selling basic financial products
Affinity for digital channels
Enjoy active customer consulting as well as sales and service orientation
Excellent manners, confident appearance, and trustworthy personality

Our Offer

We count on your ideas and offer you freedom for your impulses for the Personal Bank of tomorrow
A committed team that looks forward to you
Modern workplace at our central headquarters on Bahnhofstrasse with good transport connections
Your career is important to us as an employer, so we promote and support you on your path with many offers
Access to internal and external networks and mentoring programs (e.g., our Talent Community, Fondsfrauen membership, "Mensch" network, and others)

Jessica Barletta
is happy to help you.
Phone: 044 292 65 78