Customer Advisor: Private Clients Affluent
- 11 August 2026
- 100%
- Uster
Job summary
Join our ten-member team in Uster for personalized client support. Enjoy a collaborative work environment with a strong team spirit.
Tasks
- Develop and manage relationships with affluent private clients.
- Understand client needs and collaborate with specialists as needed.
- Build trust and manage wealth during generational transitions.
Skills
- Banking qualification or equivalent; experience with affluent clients.
- Digital technology affinity in the consulting process.
- Empathy and authenticity for exceptional client experiences.
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About the job
60% - 100% | Sales and Customer Advisory | Uster | Experienced Professionals
Our ten-member team is responsible for the individual advice and support of affluent private clients. The branches Uster and Egg together form a branch group in the Oberland-Pfannenstiel 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 including individual wishes, goals and life situations – if necessary in cooperation with internal specialists
- Realise long-term trust building and asset preservation in the context of generational change
- Advise on 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
- Participate and contribute to internal projects
Your Profile
- Banking qualification or equivalent education as well as completed or ongoing further training (e.g. Certified Financial Planner, Bachelor in Banking & Finance, HF Business Administration etc.)
- Experience in servicing affluent private clients with good knowledge of financing and investment business
- Affinity and enjoyment in using digital technologies in the advisory process
- You bring genuine team spirit, work with commitment and are highly motivated to work independently towards our goals.
- Your empathetic, authentic and emotional manner leads to a great 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 client portfolio with attractive 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, mentoring and support programmes as well as sports clubs
Vivien Däppen
is happy to assist you.
Phone: 044 292 27 19
is happy to assist you.
Phone: 044 292 27 19
