DC Bank
Bern
Private Client Advisor: Wealth Management (m/f/d)
- 13 October 2026
- 80 – 100%
- Permanent position
About the job
Private Client Advisor: Wealth Management (m/f/d)
You advise our clients on investments, financing and financial planning - personally, competently and on equal terms.
Full-time or part-time, 80% - 100%
By arrangement
Bern
Experienced professional
Are you successful in holistic advising? Do you maintain trustworthy and long-term customer relationships? Do you want to actively contribute, shape your environment and develop personally? Then you are right with us!
DC Bank is a bank like no other: it was founded in 1825 by the city of Bern.
With us, employees actively shape the future. We create and pursue opportunities that advance our clients in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and portfolio-related wealth advisory as well as regional mortgage business, mainly for private clients.
We offer an uncomplicated and dynamic working environment with room for professional and personal development as well as a collegial and motivated team.
With us, employees actively shape the future. We create and pursue opportunities that advance our clients in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and portfolio-related wealth advisory as well as regional mortgage business, mainly for private clients.
We offer an uncomplicated and dynamic working environment with room for professional and personal development as well as a collegial and motivated team.
Your opportunities
- You will become part of a well-rehearsed team with diverse tasks, great scope for creativity and high personal responsibility
- You take over a private client portfolio with a focus on asset management, portfolio-related wealth advisory, home financing and private pension - and continuously develop it
- You comprehensively support and advise our demanding clients, recognise potential and implement individual solutions
- You create solution-oriented financial and pension plans - tailored to the goals of our clients
- You actively engage in market development and acquire new target clients for our bank
- You actively participate in projects and thus make a valuable contribution to the further development of the bank
You bring with you
- Several years of professional experience in the care of wealthy private clients
- Sound expertise in the areas of investing, financing and pension planning
- A confident, winning manner and enjoyment in acquiring clients
- Strong networking skills to sustainably maintain and expand your strong relationship network in and around Bern
- Entrepreneurial thinking and acting, initiative and visible commitment in fulfilling your responsibilities
- Industry-standard education and training for this attractive job profile
Additional benefits
Industry-standard employment conditions and social benefits
A centrally located workplace in Bern city centre
Flexible working hours, possibility for occasional home office and 25 - 35 days holiday
Preferential conditions for the bank's own service offerings and other extras
Do you have questions about the position?
Emilia Marcolino
Head of Wealth Management
+41 31 328 85 44
Here is how it continues
We will contact you promptly as soon as we have carefully reviewed your application.
We will contact you promptly as soon as we have carefully reviewed your application.
