Customer Advisor: Private Clients Affluent

22 April 2026
100%
Winterthur

Job summary

Join our dynamic 9-member team in Winterthur, specializing in client consultation.

Tasks

Develop and manage relationships with existing private clients.
Understand client needs, collaborating with specialists as needed.
Build long-term trust and wealth preservation across generations.

Skills

Banking training or equivalent education required; relevant experience preferred.
Excellent teamwork and adaptability essential for success.
Empathy and authenticity needed for a positive client experience.

Is this helpful?

About the job

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

Our 9-member team is responsible for the individual advice and support of affluent private clients in the Winterthur region.

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 collaboration with internal specialists
Achieve 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 contribute to internal projects

Your Profile

Banking training or equivalent education
Completed or ongoing further education e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
Experience in serving affluent private clients 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
Take over an exciting and well-managed client portfolio with lucrative 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 and mentoring programs (e.g. our Talent Community, Fondsfrauen membership, "Mensch" network, and others)
Comprehensive overall package, which besides an attractive base salary and variable compensation offers many 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