Advisor (w/m/d) Private Banking / Private Clients Eastern Switzerland

Rethink banking. Be successful together.
With us, you can expect an environment in which initiative is valued, responsibility is delegated, and performance is recognized.
Thanks to the close connection between banking and insurance, you can comprehensively support your clients and offer solutions from a single source.
You actively shape client relationships, contribute your ideas, and use the freedom you need for sustainable success. Together with a committed team, you create real added value for our clients and develop personally and professionally in the process.

What you achieve ##

• You work hand in hand with our insurance advisors as well as the colleagues from the bank and ensure holistic advice.
• You advise and support clients comprehensively in the areas of wealth, investing, pension, and financing.
• You actively acquire new clients and continuously expand your client portfolio and your network in the region.
• You recognize opportunities in the market, act entrepreneurially, and successfully implement the defined market development with commitment and initiative.
• You represent our bank authentically, competently, and convincingly and create sustainable trust with clients.
• You organize your daily work independently, use the freedom offered to you, and take responsibility for your sustainable business success.

What you bring ##

• Completed banking training as well as further education in the banking, finance, or business administration field
• Several years of experience in the holistic advice of clients in the banking, investment, financing, or private banking environment
• SAQ certification (Affluent or Individual Client Advisory) or the willingness to acquire it
• Joy in building sustainable client relationships as well as a strong network in the region
• Strong sense for client needs, high advisory and closing competence, as well as passion for acquiring new clients
• Entrepreneurial mindset, initiative, and the will to actively recognize and use opportunities
• Authentic, winning appearance as well as strong communication and relationship skills
• Proficient German skills in spoken and written form