Individual Client Advisor

Welcome to Bank Avera – Your chance as an Individual Client Advisor

As the largest regional bank in the Canton of Zürich, we are present with ten branches and over 180 employees in the Zürcher Oberland, on the right shore of Lake Zürich, and in the city of Zürich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Become part of our team and actively help shape the future of banking!

Individual client advisors manage their own client portfolio in the Retail Banking segment at a branch location or within a branch network and provide holistic advice to clients in the areas of money/savings, financing, investing, and retirement planning.

Your tasks

• Acquisition of new clients and active expansion of client business to further position the branch network in the market.
• Management of an own client portfolio and holistic advice for the assigned individual clients in the areas of money/savings, financing, investing, and retirement planning.
• Recognition of client needs and coordinated, active sales of products and services.
• Exploitation and further development of existing client relationships and referral of clients with further needs to the responsible internal sales units (Private Banking, Corporate Clients, Advisory Center).
• Examination and preparation of loan applications; exercise of own approval authority or forwarding to the appropriate approval authority.
• Representation tasks in the catchment area of the branch or the branch network.

Your profile

• basic commercial training (preferably in the banking industry)
• specialist further training (e.g., financial planner with federal diploma or similar)
• advanced, specialized specialist knowledge in the areas of money/savings, financing, investing, and retirement planning
• several years of experience in managing an own client portfolio
• strong customer orientation and entrepreneurial mindset
• high acquisition competence, sales-oriented, skillful in negotiation and strong in closing
• enthusiastic, communicative, strong interpersonal skills and a winning appearance
• efficient and exact way of working
• proactive, committed and flexible

What we offer

• responsible and varied activities
• attractive employment conditions and progressive social benefits
• collegial and appreciative working atmosphere
• modern workplaces and flexible working time models

How to apply

Have we piqued your interest? Then we look forward to your application via our online application tool.

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