Corporate Customer Advisor "Professionals" Market Switzerland

Zürich

Key information

Publication date:23 June 2025
Workload:100%
Place of work:Zürich

Job summary

Join a dynamic team in Zurich providing expert financial advice. Enjoy a collaborative work environment with growth opportunities.

Tasks

Focus on commercial financing, identifying and acquiring new clients.
Build strong client relationships and expand your network.
Analyze financing requests and monitor customer engagements.

Skills

Commercial training in banking; higher education or in progress.
Experience in financing with a strong service orientation.
Passion for client acquisition and effective communication.

Is this helpful?

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

We are proud to advise and support demanding clients in all financial matters in the Swiss market. For this reason, we rely on employees with high expertise and initiative, who act comprehensively and responsibly.

In our corporate customer team "Professionals", which serves large law firms and their independent lawyers, the doctors' desk, as well as operational NGOs, we are looking for a committed and highly motivated personality to expand our team. Are you already active in the banking business, enjoy customer conversations, and develop pragmatic and reliable solutions? Then seize the opportunity and become part of our successful team!

Your Tasks – Shape More

Your focus is on (commercial) financing business. In the economic area of Zurich and in the German-speaking region throughout Switzerland, you identify and acquire new potential clients, recognize their needs, and manage to optimally exploit the potential in the areas of financing, investments, cash management, and other banking services
Your communicative nature and competent appearance enable you to build a comprehensive network of relationships and to expand customer relationships purposefully and consistently
You work across departments to implement a holistic customer development utilizing cross-selling opportunities
Your responsibilities include the examination, application, and approval of financing requests as well as the monitoring of customer/credit engagements under yield and risk aspects
As a representative of our bank, you position it internally and externally professionally and with great passion

Your Profile – Bring More

You have completed your commercial basic training, preferably in the banking sector
Further education (professional certificate, HF, bachelor's degree, or comparable qualification) or in training for it
Several years of experience and competence in financing business (customer front, support, and/or credit analysis)
Your good knowledge in all other banking services (investments, retirement planning, cash management, etc.) is an additional plus
With your above-average sales and service orientation, you make daily impacts
Your passion for targeted acquisition of new clients is palpable
You enjoy communicating with clients and internal partners on an equal footing

Our Offer – Get More

An exciting team with a vibrant culture that looks forward to a new and committed colleague
The working method is largely self-determined – this brings responsibility, requires trust, but also offers opportunities for design and freedom. We support your personal and professional development in the company according to your needs and wishes
We count on your passion and offer you space for your impulses
A centrally located, easily accessible, and attractive workplace in Zurich with the possibility to organize your work flexibly (hybrid)

Michael Vonlanthen
looks forward to helping you.
Phone: 044 292 27 15