Senior Private Customer Advisor Affluent (80-100%)

About the job

WORKING AT BANK THALWIL COOPERATIVE

Bank Thalwil has been firmly rooted in the region on the left shore of Lake Zurich since 1841. With our branches in Thalwil, Kilchberg, Adliswil and Langnau am Albis, we stand for personal advice, customer proximity and long-term relationships.

As a cooperative bank, we live our values of community, reliability, vigour and passion every day – close to our customers and as a team. Would you like to accompany your customers in all financial life situations, manage your own customer portfolio and build sustainable relationships? Then you are exactly right with us.

Senior Private Customer Advisor Affluent (80-100%)

YOUR CHALLENGES350 customer relationships. An established portfolio. And the freedom to further develop it with your experience.

You take over a well-maintained portfolio of around 350 private customers due to a retirement and manage it independently and holistically in the areas of:

• Investing & wealth building
• Financing & mortgages
• Pension & retirement planning
• Insurance & financial life planning

In doing so, you recognise potential, develop suitable solutions and maintain long-term, trusting customer relationships.
WHAT YOU BRING

• A banking qualification and solid experience in private customer advisory
• Good knowledge in investment, mortgage and pension business
• Enjoyment of holistic advice and long-term customer relationships
• Entrepreneurial thinking and a sense for customer needs and potential
• An independent, responsible and solution-oriented way of working
• A convincing and likeable appearance with a high customer and service orientation

WHAT YOU CAN LOOK FORWARD TO

• A portfolio that already exists: You can concentrate on advising and further developing your customer relationships from the start
• Lots of personal responsibility: You independently shape your customer relationships and actively contribute your ideas
• Short decision-making paths: Direct exchange, uncomplicated cooperation and quick decisions
• Personality instead of anonymity: Personal relationships count with us – with our customers as well as within the team
• Development that suits you: Individual training and development opportunities
• Regional and close: A locally anchored bank with strong values and genuine personal customer contact

Experience, expertise and personality – these are particularly important to us. If you want to contribute your strengths, take responsibility and make a difference together with us, we look forward to receiving your application.

Send application documents

Interested? Then we look forward to meeting you. Send us your application today.

Send application documents

CONTACT

BANK THALWIL COOPERATIVE BRANCH
THALWIL

Gotthardstrasse 14
8800 Thalwil
Telephone +41 44 723 88 88
info@bankthalwil.ch

BRANCH
ADLISWIL

Albisstrasse 15
8134 Adliswil
Telephone +41 44 712 60 30
info@bankthalwil.ch

BRANCH
KILCHBERG

Bahnhofstrasse 7
8802 Kilchberg
Telephone +41 44 716 50 50
info@bankthalwil.ch

BRANCH
LANGNAU

Dorfstrasse 20
8135 Langnau
Telephone +41 44 713 22 24
info@bankthalwil.ch