Customer Advisor: Private Clients 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 Consulting | Zurich | Experienced Professionals

Our 9-member team is responsible for the individual advice and support of affluent private clients 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 clients
Explore customer needs taking into account individual wishes, goals, and life situations – if necessary, in collaboration with internal specialists
Realise long-term trust building and asset preservation in the context of generational change
Sell standardised products and services in the areas of payment transactions, investments, pensions, and real estate financing
Undertake demanding representation tasks 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 training, e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
Several years of experience in servicing affluent private clients, ideally with solid knowledge in financing business
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
Take over an exciting and well-managed client 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

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