Customer Advisor: Wealthy Private Clients

Zürcher Kantonalbank und ihre Tochtergesellschaften

Pfäffikon

Key information

Publication date:04 August 2025
Workload:100%
Place of work:Pfäffikon

60% - 100% | Sales and Customer Consulting | Pfäffikon | Experienced Professionals

The competence and commitment of our employees contribute significantly to our track record of success. Good teamwork 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

Proactively selling standardized products and services in the areas of payment transactions, investments, retirement planning, and real estate financing
Acquiring new customers in the catchment area as well as supporting and developing existing private customers
Systematically exploring customer needs, taking into account individual wishes, goals, and life situations, if necessary in collaboration with internal specialists
Handling all front-related administrative tasks
Realizing long-term trust building and asset preservation on the occasion of generational change
Performing demanding representation tasks in the spirit of "the local bank"

Your Profile

Banking training or equivalent education
Further education (completed or in training) e.g. HFBF, FA Financial Planner, Bachelor in Banking & Finance is an advantage
Solid experience in personal customer support
Affinity and enjoyment in using digital technologies in the consulting process
You score with your trustworthy, communicative, and empathetic manner
Your strong acquisition personality with a pronounced sales flair rounds off your profile

Our Offer

An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues
Your career is important to us as an employer and we actively promote it
Access to internal and external networks and mentoring programs (e.g. our High Potential Community, Queers & Peers, Fondsfrauen membership, "Mensch" network and others)
Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
An attractive overall package with extensive fringe benefits and discounts from A for retirement provision to Z for zoo tickets

Denise Kohler
is happy to help you.
Phone: 044 292 30 59