Customer Advisor: Private Clients Affluent
- 04 June 2026
- 100%
- Zürich
About the job
80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals
Our 8-member team is responsible for the individual advice and support of affluent private clients in Dietikon. Together with the branches Altstetten and Schlieren, we form a branch group in the Winterthur-Unterland-Limmattal market area.
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.
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, pensions, 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 pensions
- Participate and contribute to internal projects
Your Profile
- Banking qualification or equivalent education
- Completed or ongoing further education, e.g. FA Financial Planner / Bachelor in Banking & Finance etc.
- Several years of experience in serving affluent private clients, ideally with sound knowledge in financing business
- Affinity and enjoyment in using digital technologies in the consulting 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 work are highly valued by us
- Take over an exciting and well-managed client portfolio with lucrative new business
- 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 zoo tickets
Lucie Kulhanek
is happy to assist you.
Phone: 044 292 27 62
is happy to assist you.
Phone: 044 292 27 62
