Basic Private Client Advisor Lugano (m/f)

About the job

No doubt about it, we're really good . Banca Cler, a young subsidiary of Basler Kantonalbank, has launched on the market « Zak », the first Swiss smartphone bank. Zak gives us an edge, thanks to which we are a little faster, cleverer and perhaps even bolder than our competitors. The topic of "money" is not taboo for us either; we are used to speaking frankly about the issues we consider important. For example, we want to increase the "power" of women. For this reason, we are particularly pleased to receive applications from women. And men? No worries, they will be as welcome as ever with us. Would you like to know more about us, who we are and how we operate? Gladly .

Basic Private Client Advisor Lugano (m/f)

Stefanie, Elena, Maurizio and Beti from the Lugano team need reinforcements. In other words, they are looking for you!

Your new job

• Welcoming clients
• Developing and managing the basic private client portfolio
• Providing comprehensive advice and actively promoting our services and financial products
• Identifying potential and offering clients our specialist services
• Actively collaborating with colleagues from other segments

What we ask of you

• Complete banking training (CFC or equivalent training)
• At least 3 years of banking experience in Switzerland in basic private client advisory
• Versatile, dynamic and with a strong sense of customer service
• Knowledge of German is an advantage
• SAQ Basic Private Client Advisor certification is an advantage
• Willingness to provide support in our branches in Bellinzona and Locarno

What we offer you

• An open dialogue on the topic of "money" and also on pay equality, which really exists with us
• A position of responsibility in your field of activity
• We are committed to offering flexible working models that reconcile private and professional life
• Are you expecting an excellent employment contract with us? You are right, click here to discover the details and many other benefits

Any other questions?

Don’t worry! For all technical questions regarding the position, Beti Mitreska, Head of Basic Private Client Services, will be happy to answer you at 091 911 31 24. For all other questions concerning collaboration with our bank – undoubtedly the coolest in all of Switzerland – Marijan Davidovic, HR Business Partner, is at your disposal at 044 218 63 01.

P.S. We are looking for professionals who work in banking, not journalists or advertisers, so you can safely skip writing a cover letter. Instead, we invite you to answer three brief questions in the application tool. Thank you!