Head of Wealthy Private Clients

Dietikon

Key information

Publication date:05 August 2025
Workload:100%
Place of work:Dietikon

Job summary

Join a dynamic team in Dietikon focusing on sales and customer consulting. This role offers leadership opportunities with great benefits.

Tasks

Lead a team of 7 while managing your own client portfolio.
Drive sales results in investments, financing, and advisory services.
Collaborate with colleagues on projects to enhance market reach.

Skills

Experience with affluent clients and a banking qualification required.
Strong leadership and motivational skills are essential.
Customer-oriented approach with a passion for teamwork.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Dietikon | Experienced Professionals with Personnel Responsibility

Do you enjoy inspiring employees and want to ensure that our customers receive optimal advice and support in all phases of life and matters every day? Then we offer you the opportunity to take on leadership responsibility as a team leader and make an impact in a modern sales organization. You will lead a team of 7 employees at the Dietikon location while also independently managing your own client portfolio.

Your Tasks – Shape More

Responsible for sales and results in the areas of investments, financing, financial consulting, and basic services
Planning, organizing, and conducting the consulting and support of clients in your area
Participating in the sales leadership team of the Limmattal branch group and taking on sub-projects in the market area
Promoting and further developing your 7 employees
Representing the local bank in the Dietikon catchment area
Collaboration with the growth partner Private Banking and with the corporate client teams to exploit potential

Your Profile – Bring More

Motivation and enthusiasm to achieve excellent performance with your team and reach ambitious growth targets
You stand out with your trustworthy, dynamic, and customer-oriented manner
Many years of experience in servicing wealthy private clients
Solid knowledge in all sales-relevant topics (investments, financing, succession, retirement planning, and taxes)
Completed banking training or equivalent education
Further education is an advantage (e.g., HFBF, FA Financial Planner, Bachelor's in Banking & Finance)

Our Offer – Get More

We count on your ideas and offer you the freedom for your impulses for the Winterthur-Unterland-Limmattal market area
Passionate and committed team with a lot of experience and openness to new things - our success lies in teamwork
Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
Access to internal and external networks and mentoring programs

Jessica Barletta
looks forward to helping you.
Phone: 044 292 65 78