Customer Advisor: Private Wealth and Financial Consulting Basic (80 - 100%)
- 29 September 2026
- 80 – 100%
- Permanent position
- German (Native language)
- Liestal
About the job
Thanks to our many years of consulting experience, our skills and our expertise in the areas of investing, financing and retirement planning, we offer our clients individual solutions, guidance and an honest opinion!Customer Advisor: Private Wealth and Financial Consulting Basic (80 - 100%)
Your area of responsibility
You...
- welcome our clients as a host in the branch
- advise our clients on payment methods, account as well as investment and retirement solutions and enthuse them about our comprehensive range of products and services
- recognise potential and proactively refer our clients to other segments
- are versatile and perform administrative tasks
Your profile
You...
- have several years of experience in customer consulting and have completed a vocational apprenticeship
- are entitled to call yourself a Financial Advisor IAF or are willing to complete this training within the next two years
- enjoy customer contact and have experience in investment and retirement topics
- are a winning, cheerful and positive personality who inspires our customers
What we offer you
- Flexible: We are committed to flexible working time models. We are open to home office and remote work, your workload can be adjusted and we ensure your successful comeback after a break or parental leave.
- Digital: We are going full throttle on the megatrend of digitalisation. We are driving the automation of our business model forward, investing in technologies and adapting our organisation towards agile working methods.
- Innovative: With us you will find an innovation-friendly climate and your ideas are in demand. We are big enough to tackle complex issues and at the same time small enough for you to make a significant individual impact.
- Forward-looking: Probably no other bank offers as many training opportunities as we do. Our employees confirm this with outstanding scores in the training criterion on kununu.
- Casual: Our dress code is quite relaxed. Just like the interaction among each other with the wonderfully uncomplicated "du" culture.
Do you have questions?
For questions about the application process
Timo Degen (Human Resources)
Tel. +41 61 925 89 74
For technical enquiries
Anja Zimmermann (Direct Sales)
Tel. +41 61 925 81 05
