Asanti AG

Region Horgen

Senior Private Client Advisor 80-100% (Banking Sector)

About the job

Very personal: Asanti is a specialised personnel service provider from Dietikon. We support job seekers and companies in all commercial, technical and industrial professions! Currently, we are looking immediately/by arrangement for our client a reliable, motivated and very service-oriented personality as Senior Private Client Advisor 80-100% (Banking Sector)Main tasks:

  • Comprehensive needs-oriented advice and support of an existing client portfolio across all life phases
  • Active development and systematic expansion of the client base through targeted acquisition
  • Implementation of sales and market development measures in coordination with the team
  • Close collaboration with internal financing expert teams (e.g. mortgages)
  • Participation in target group-specific market development measures and undertaking representative tasks
Your profile:
  • Completed commercial basic training and higher education (FH, Bachelor, financial planner or similar)
  • Proven and broad professional experience in private client advisory with own client portfolio (bank)
  • Strong sales flair, high service orientation and enjoyment of client contact
  • Winning demeanour as well as high social and communication skills
  • Confident in German, additional languages (e.g. English) advantageous

Other interesting job offers

Salary estimator

Try our salary estimator to better understand what you can aim for as a Private Client Advisor

Salary for Private Client Advisor