Private Customer Advisor Affluent
- 09 May 2026
- 100%
- Zürich
Job summary
Join our 9-member team in Zürich for personalized client consulting. Experience a supportive environment with strong team spirit and growth opportunities.
Tasks
- Develop and manage relationships with existing private clients.
- Understand client needs, collaborating with specialists when necessary.
- Build long-term trust and manage wealth during generational transitions.
Skills
- Banking education or equivalent, with ongoing financial training preferred.
- Experience in advising affluent private clients, especially in financing.
- Digital technology affinity to enhance the consulting process.
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About the job
80% - 100% | Sales and Customer Advisory | Zurich | Experienced Professionals
Our 9-member team is responsible for the individual advice and support of affluent private customers in the Zurich-Altstetten and Schlieren region. Together with the Dietikon branch, we form a branch group in the Winterthur-Unterland-Limmattal market area.
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 customers
- Explore customer needs including individual wishes, goals, and life situations – if necessary in cooperation with internal specialists
- Realise long-term trust building and asset preservation during generational change
- Sell standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing
- Undertake demanding representation duties and participate in customer events
- Opportunity to take on training activities or a specialist role in financing, investing, or pensions
- Participate and contribute to internal projects
Your Profile
- Banking qualification or equivalent education
- Completed or ongoing further education, e.g. Certified Financial Planner / Bachelor in Banking & Finance etc.
- Several years of experience in servicing affluent private customers, ideally with solid knowledge in financing business
- Affinity and enjoyment in using digital technologies in the advisory process
- You score with your teamwork, 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 working are highly valued by us
- Take over an exciting and well-managed customer portfolio with lucrative new business
- 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 programmes (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
- Attractive overall package with extensive fringe benefits and discounts from A for pension provision to Z for zoo tickets
Vivien Däppen
is happy to assist you.
Phone: 044 292 27 19
