Senior Relationship Manager Affluent Private Clients

Senior Relationship Manager Affluent Private Clients (80-100%) WORKING AT BANK THALWIL GENOSSENSCHAFT The Bank Thalwil has been firmly anchored in the region on the left bank of Lake Zurich since 1841. With our branches in Thalwil, Kilchberg, Adliswil and Langnau am Albis, we stand for personal advice, customer proximity and long-term relationships. As a cooperative bank, we live our values of community, reliability, energy and passion every day – close to our customers and as a team. Do you want to accompany your customers in all financial life situations, manage your own customer portfolio and build sustainable relationships? Then you have come to the right place. Senior Relationship Manager Affluent Private Clients (80-100%) YOUR CHALLENGES 350 customer relationships. An established portfolio. And the freedom to further develop it with your experience. You will take over a well-maintained portfolio with around 350 private customers and manage it independently and holistically in the areas of: Investing & wealth accumulation Financing & mortgages Provision & retirement planning Protection & financial life planning In doing so, you recognize potentials, develop suitable solutions and maintain long-term, trusting customer relationships. WHAT YOU BRING A banking professional education and sound experience in private client advisory Good knowledge in the investment, mortgage and provision business Enjoyment of holistic advisory and long-term customer relationships Entrepreneurial thinking and a sense for customer needs and potentials An independent, responsible and solution-oriented way of working A convincing and sympathetic appearance with high customer and service orientation WHAT YOU CAN LOOK FORWARD TO A portfolio that is already there: You can concentrate from the beginning on the advisory and further development of your customer relationships Lots of personal responsibility: You shape your customer relationships independently and actively contribute your ideas Short decision-making paths: Direct exchange, uncomplicated cooperation and fast decisions Personality instead of anonymity: With us, personal relationships count – with our customers as well as in the team Development that suits you: Individual training and development opportunities Regional and close: A locally anchored bank with strong values and real personal customer contact Experience, expertise and personality – we attach particular importance to these. If you want to contribute your strengths, take responsibility and make a difference together with us, we look forward to your application. Send application documents Interested? Then we are very pleased to get to know you. Send us your application today. Send application documents CONTACT BANK THALWIL GENOSSENSCHAFT GESCHÄFTSSTELLE THALWIL Gotthardstrasse 14 8800 Thalwil Telephone GESCHÄFTSSTELLE ADLISWIL Albisstrasse 15 8134 Adliswil Telephone GESCHÄFTSSTELLE KILCHBERG Bahnhofstrasse 7 8802 Kilchberg Telephone GESCHÄFTSSTELLE LANGNAU Dorfstrasse 20 8135 Langnau Telephone jpid4603d49jm jit0833jm jiy26jm