Bank Cler AG
Basel
Yesterday
Senior Client Advisor Entrepreneurs & Executives (f/m) 80-100%
- Publication date:01 November 2025
- Workload:80 – 100%
- Contract type:Unlimited employment
- Place of work:Basel
Job summary
Join Schwarz und Wyss, a diverse employer since 1899. Enjoy a vibrant work environment with great opportunities!
Tasks
- Build and manage a diverse private client portfolio with care.
- Create tailored wealth strategies considering all assets.
- Advise on succession, estate planning, and philanthropy.
Skills
- Experience in Private Banking or Financial Consulting required.
- Strong networking skills for client acquisition.
- Fluent in German and proficient in English.
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About the job
Schwarz und Wyss - our favorite colors since 1899. Simple. Elegant. Straightforward. As an employer, however, we are refreshingly colorful, diverse, and varied. And sometimes quite different than you might think. Like here in the job advertisement. Because who actually says that women are simply included in male texts? Since we want even more female power at BKB, we simply turn the tables and write in the female form. Men? Of course, still welcome. Would you like to learn more about who we are and how we tick? Gladly.
Your new job
- Building and expanding a demanding private client portfolio with an entrepreneurial background and holistic, long-term client care
- Creating individual wealth concepts considering all assets, such as company shares and real estate
- Comprehensive advice on topics such as business succession, estate planning, taxes, pensions, and philanthropy
- Building and maintaining the external and internal network to acquire new E&E clients, including participation in events
- Close collaboration with our colleagues from the Commercial Clients Sales division as well as our internal specialists
What we benefit from
- Many years of professional experience as a client advisor in private banking, corporate banking, or financial consulting
- Higher education at university/FH/HF in banking or finance and further training advantageous (CWMA, CFA, or similar)
- Strong acquisition skills and great perseverance in expanding and maintaining the network
- Solid know-how in wealth planning, financial investments, corporate finance, and business succession
- Enjoyment in the continuous development of our clients’ private and business relationships ("share-of-wallet")
- Fluent German and very good English 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
- Challenging role with a lot of independence and responsibility
- Small and committed team supports and accompanies you and your development
- Workplace in the heart of Basel, flexible working hours, and possibility for home office
- Expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! For technical matters, Adrian Hänggi, Head of Entrepreneurs & Executives, looks forward to your call at 061 266 28 71. For all other questions about BKB, Raphael Schlageter is happy to assist you.
P.S. Because we are looking for a banking professional and not a copywriter, you can skip the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!