Basel
Individual Customer Advisor International (Germany)
- 14 July 2026
- 100%
- Permanent position
- Basel
Job summary
Join Brigitte, Dominik, Lucille, and Tim at Bank Cler! A great opportunity awaits you in a positive work environment.
Tasks
- Provide comprehensive advice to individual customers based in Germany.
- Proactively manage and develop your own customer portfolio.
- Encourage cross-selling while adhering to regulations.
Skills
- Minimum three years of experience as a consultant with a customer portfolio.
- Strong knowledge in investments and good understanding of retirement.
- Excellent communication skills and a passion for customer engagement.
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About the job
Brigitte, Dominik, Lucille, Tim and the other colleagues from the Private Customers International team are looking for reinforcement. In other words: you!
Your new job
- Comprehensively and needs-based advising customers from the individual customer segment domiciled in Germany
- Proactively managing and further developing your own client portfolio
- Customer approach and active, needs-based selling of our services as well as cross-selling while complying with regulatory requirements
- Promoting cross-segment collaboration to systematically tap customer potential
What we benefit from
- At least three years of professional experience as an advisor with your own client portfolio, ideally with customers domiciled in Germany
- Very good knowledge in investments and good knowledge in pension provision
- Enjoyment in contact with people and the ability to inspire customers
- Interest in learning new things and practiced in thinking in solutions
- Confident German language skills
How you benefit
- Besides a bank with a lot of tradition, find further exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
- A calm, positive team spirit
- We do not confuse success orientation with elbow tactics
- A workplace in the centre of Basel within walking distance of Basel SBB station
- Expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions? Any questions? Gladly! If it’s about professional matters, Attilio Criasia, Head of Individual Customers International, looks forward to your call at 061 266 34 13. For all other questions about BKB, Michel von Siebenthal is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
