Customer Advisor: Private Clients Affluent

Zürcher Kantonalbank und ihre Tochtergesellschaften

Rüti ZH

Key information

Publication date:05 January 2026
Workload:100%
Place of work:Rüti ZH

Job summary

Join our dynamic team in Rüti ZH, where passion meets expertise. Enjoy a collaborative work environment with great benefits!

Tasks

Manage and develop relationships with affluent private clients.
Understand client needs, incorporating their goals and situations.
Build trust and secure assets across generations.

Skills

Banking education or equivalent, plus relevant further training.
Strong experience with affluent clientele and financing knowledge.
Empathy, authenticity, and emotional intelligence for client interactions.

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 affluent private clients
Systematic exploration of customer needs including 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.)
Solid experience in serving affluent 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 clients in an interesting catchment area
Collaboration in a successful and helpful 8-person team
In 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
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 pension provision to Z for ZVV bonus pass

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