Customer Advisor: Wealthy Private Clients

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:13 September 2025
Workload:100%
Place of work:Zürich

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

Our 9-member team at the headquarters in Zurich and Wollishofen is responsible for the individual advice and support of wealthy private clients.

The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and passionate dedication are our key factors for success. Take the opportunity to be successful together with us and our strength-based leadership culture.

Your Tasks

Support and develop existing private clients
Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
Realize long-term trust building and asset preservation in the context of generational change
Sell standardized products and services in the areas of payment transactions, investments, pension, and real estate financing
Perform demanding representation tasks and participate in customer events
Opportunity to take on training activities or a specialist role in financing, investing, or pension areas
Participate and collaborate in internal projects

Your Profile

Banking apprenticeship or equivalent education
Completed further education, e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
Several years of experience in serving wealthy private clients
Affinity and enjoyment in using digital technologies in the consulting process
You score with your teamwork skills, openness, and willingness to change
Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations

Our Offer

Mutual support, team spirit, and independent work are highly valued by us
Taking over an exciting and well-managed client portfolio
Strength-based deployment opportunities with the assumption of specific roles, e.g. mentor
Within the framework of the Performance & Development Dialogue, we jointly develop a development plan and support your further development
Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets

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