Financing Advisor for Private Clients (m/f/d)

Randstad is your partner for the next career step in the banking sector. As a leading global personnel service provider, we connect qualified specialists with the most attractive employers in Switzerland. For our client, an established, deeply rooted Swiss regional bank in the Canton of Saint Gallen (SG), we are looking for a customer-oriented and technically proficient personality for the financing business.

Your tasks:

• Portfolio responsibility: You will take over an established client book in the private financing sector and continuously expand the customer relationships.
• Active market development: You will inspire new customers with tailor-made financing solutions.
• Networking & representation: You will represent the bank sympathetically at regional events as well as customer events and establish sustainable contacts in the Fürstenland/St. Gallen region.
• Process connection: You will skillfully combine personal on-site consultation with modern, digital banking services.

Qualifications

What you bring with you:

• Education: Successfully completed banking apprenticeship as well as targeted further training in the finance sector (e.g., Finanzplaner IAF, Bankfachmann/-frau).
• Professional practice: Experience in private client advisory with a focus on the financing business.
• Personality: A lot of humor, a sympathetic appearance, excellent manners, and genuine advisory blood.
• Doer mentality: Determination, perseverance, and the motivation to lead your client portfolio to success in the long term; a regional network is an advantage.

What our client offers:

• Team culture: A manageable, sympathetic 8-member team with strong cohesion and direct communication at eye level.
• Working environment: An honest working environment free of elbow mentality, but with a healthy performance culture.
• Balance: An optimal compatibility of professional success and a fulfilling private life.
• Perspectives: Clear strategy and attractive development opportunities for your personal and professional development.

Have we piqued your interest? We look forward to your online application.

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