Customer Advisor Private Clients (w/m/d)

We are on a successful path and are continuing to expand our team in Willisau. For this, we are looking for you - a committed personality who wants to advise, inspire, and help shape things with passion.

You are the first point of contact for our customers regarding the topic of investing and building wealth. In doing so, you bring not only specialist knowledge in the investment business but are also proficient in the financing area - this allows you to accompany our customers holistically and offer solutions that really fit.

Become part of our team and create unforgettable customer experiences together with us!

Customer Advisor Private Clients (w/m/d)

Your job at a glance

What you achieve with us

• You advise your customers with a focus on the investment business.
• You accompany your customers in realizing their dream of owning a home and make financing decisions within the scope of your own competence.
• You are the contact person for pension questions and involve internal experts if necessary.
• You continuously expand your existing customer portfolio and acquire new customers.
• You provide supporting assistance at customer events.

What you bring with you

• Positive charisma
• Banking apprenticeship with further training (FA, HF, FH)
• Experience as a customer advisor in private client business (investments and loans)
• Joy in direct customer contact, in the acquisition of new customers, and in building long-term relationships
• Proficiency in oral and written expression
• Resilience and perseverance
• Connection to the market area around Willisau

Your advantages with us

More time for you

With us, cantonal and regional holidays are paid. Additionally, sabbaticals and extra vacation days for years of service await you.

Flexible working

Choose an individual working model and manage your own working hours.

Family-friendly

Benefit from generous maternity or paternity leave as well as additional family allowances.

Strong pension

With our company's own pension fund, you are on the safe side.

Individual development

We support you in your internal and external education and further training so that you stay on the ball.

Exclusive advantages

Staff conditions on LUKB-Produkte and many external discounts protect your wallet.

Cornelia Weibel

HR Business Partner

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