Customer Advisor: Private Clients Affluent

05 January 2026
100%
Wallisellen

Job summary

Join our dynamic 4-member team in Wallisellen, focusing on wealth management. Enjoy a supportive work environment and excellent benefits.

Tasks

Develop and manage relationships with high-net-worth clients.
Understand client needs through personalized consultations and collaboration.
Build long-term trust while selling financial products and services.

Skills

Banking qualification or equivalent; experience with affluent clients preferred.
Proficient in using digital tools for client consultations.
Strong teamwork and adaptability skills.

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About the job

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

Our 4-member team is responsible for the individual advice and support of affluent private clients in the Wallisellen region. Together with the locations Kloten and Bassersdorf, we form a branch group in the Winterthur-Unterland-Limmattal market area.

The competence and commitment of our employees contribute significantly to our success record. 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
Realize long-term trust building and asset preservation in the context of generational change
Sell standardized products and services in the areas of payment transactions, investments, pensions, and real estate financing
Perform demanding representation tasks and participate in customer events
Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pensions
Participate and collaborate in internal projects

Your Profile

Banking training or equivalent education
Completed further education, e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
Experience in serving affluent private clients and solid financing knowledge is an advantage
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
Interesting catchment area with an exciting customer structure
Strength-based deployment opportunities with assumption of specific roles
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 programs (e.g. Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
Attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for ZVV bonus pass

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