Customer Advisor: Wealthy Private Clients

Zürcher Kantonalbank und ihre Tochtergesellschaften

Rüti ZH

Key information

Publication date:03 September 2025
Workload:100%
Place of work:Rüti ZH

Job summary

Join a successful team at Rüti ZH, focused on client advisory. Enjoy a collaborative work environment with great benefits.

Tasks

Develop and support affluent private clients with tailored strategies.
Identify customer needs while collaborating with specialists as necessary.
Build trust and secure wealth during generational transitions.

Skills

Banking education or equivalent; solid experience with wealthy clients.
Team-oriented with a passion for achieving growth goals.
Empathetic and authentic for a meaningful customer experience.

Is this helpful?

60% - 100% | Sales and Customer Consulting | Rüti ZH | Experienced Professionals

The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit and the passionate dedication of each individual are our key factors for success. In addition to the activities in our branch in Rüti , you can expect close collaboration with our specialists. Take the opportunity to be successful together with us.

Your Tasks

Support and development of existing wealthy private clients
Systematic exploration of customer needs, taking into account individual wishes, goals, and life situations, if necessary in cooperation with internal specialists
Building trust and securing assets during generational change
Proactive sales of standardized products and services in the areas of investments, real estate financing, pension, and payment transactions
Fulfilling demanding representation tasks and participating in customer events
Participation in internal projects
Opportunity to take on training activities or a specialist role in the areas of financing, investing, or pension provision

Your Profile

Banking education (or equivalent training) as well as appropriate further education (HF, FH, etc.)
Extensive experience in serving wealthy private clients and very good financing knowledge
Team spirit and willingness to go the extra mile to achieve ambitious team growth goals
Empathy, authenticity, and emotional intelligence for an emotional customer experience in all life situations
Affinity and enjoyment in using digital technologies in the consulting process
Openness and willingness to change

Our Offer

Serving customers in an interesting catchment area
Collaboration in a successful and helpful 8-person team
In a joint dialogue on "Performance & Development," we develop a plan for your personal development.
We promote interdisciplinary collaboration with other departments as well as entrepreneurial action.
Flexible annual working hours, modern work models, market-conform salary, and diverse additional benefits

Denise Kohler
is happy to assist you.
Phone: 044 292 30 59