Customer Advisor: Private Clients Affluent

05 May 2026
100%
Affoltern a.A.

Job summary

Join our experienced team in Affoltern a.A. for client advisory.

Tasks

Support and develop affluent private clients in the region.
Understand client needs and collaborate with specialists as needed.
Build long-term trust and manage wealth across generations.

Skills

Banking education or equivalent, with further qualifications preferred.
Strong team spirit and openness to change are essential.
Empathetic and authentic approach for positive client experiences.

Is this helpful?

About the job

80% - 100% | Sales and Customer Advisory | Affoltern a.A. | Experienced Professionals

Our 10-member team is responsible for the individual advice and support of affluent private clients in the Affoltern am Albis 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
Realise long-term trust building and asset preservation in the context of generational change
Sell standardised products and services in the areas of payment transactions, investments, pension provision, and real estate financing
Undertake demanding representation tasks and participate in customer events
Opportunity to take on training activities or a specialist role in financing, investing, or pension provision
Participate and contribute to internal projects

Your Profile

Banking qualification or equivalent training
Completed further training e.g. FA Financial Planner / Bachelor in Banking & Finance etc. or currently in training
Experience in servicing affluent private clients and solid financing knowledge is an advantage
Affinity and enjoyment in using digital technologies in the advisory 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 working are highly valued by us
Interesting catchment area with an exciting customer structure
Strength-based deployment opportunities with assumption of specific roles
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 programmes (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