Customer Advisor: Affluent Private Clients

80% - 100% | Sales and Customer Advisory | Winterthur | Experienced professionals Our two teams at the Winterthur location, consisting of a total of 20 dedicated employees, are responsible for the individual advice and support of wealthy private clients. Together, we cover a wide catchment area 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 commitment are our key factors for success. Take the chance to be successful together with us and our strength-based leadership culture. Your tasks • Supporting and developing existing private clients • Exploring customer needs by including individual wishes, goals, and life situations - if necessary, in cooperation with internal specialists • Achieving long-term trust building as well as wealth preservation in the context of generational changes • Advising on standardized products and services in the areas of money transfers, investments, pension planning, and real estate financing • Performing demanding representation tasks and participating in customer events • Opportunity to take on training activities or a specialist function in the areas of financing, investing, or pension planning • Participating in and collaborating on internal projects • Acquisition, customer development, and pronounced cross-team collaboration complete your position Your profile • Banking vocational training or equivalent training • Completed or ongoing further education (e.g., FA Financial Planner / Bachelor in Banking & Finance etc.) • Several years of experience in supporting wealthy private clients, ideally with very good knowledge of the financing business • Affinity and enjoyment in using digital technologies in the advisory process • You bring genuine team spirit, tackle things with commitment, and work with high motivation towards our goals on your own initiative. • Your empathetic and authentic manner leads to an emotional customer experience in all life situations. Our offer • Mutual support, team spirit, and independent working are highly valued with us • Assumption of an exciting and well-managed client book with lucrative new business • A modern workplace in a very central branch • Within the framework of the Performance & Development Dialogue, we work together on a development plan and support your further development • Access to internal and external networks, mentoring and development programs, as well as sports clubs Your contact Vivien Däppen friends to help you. Telephone: 044 292 27 19