Customer Advisor: Private Clients Affluent Senior

80% - 100% | Sales and Customer Advisory | Dübendorf | Experienced Professionals Our five-member team is responsible for the individual advice and support of wealthy private clients in the high-growth region of Dübendorf. We promote an inspiring and appreciative cooperation with internal and external contact persons. Together with the branches Volketswil and Fehraltorf, we form a branch group in the Oberland-Pfannenstiel market area. The competence and commitment of our employees contribute significantly to our track record. Good teamwork and passionate commitment are our key factors for success. Take the chance to be successful together with us and our strength-based leadership culture. Your Tasks • Supporting and developing existing wealthy private clients • Acquiring new customers in the catchment area • Exploring customer needs by including individual wishes, goals, and life situations - if necessary in cooperation with internal specialists • Sales of standardized products and services in the areas of investments, real estate financing, pension planning, and money transfers • Carrying out all front-facing administrative tasks • Realizing long-term trust building as well as wealth preservation in the context of generational change • Performing demanding representation tasks in the sense of "the close bank" and participating in customer events • Opportunity to take on training activities or a specialist function in the areas of financing, investing, or pension planning Your Profile • Completed banking vocational training or equivalent training • Further education e.g. HFBF / FA Financial Planner / Bachelor in Banking & Finance • Several years of experience in personal customer care • Ability to work in a team and willingness to go the extra mile to achieve ambitious team growth goals • Affinity and enjoyment in using digital technologies in the advisory process • You score with your trustworthy, communicative, and empathetic manner • Your strong acquisition personality with a pronounced flair for sales completes your profile Our Offer • An excellent, customer- and performance-oriented working atmosphere with professional and competent colleagues • Your career is important to us as an employer and therefore we actively promote it • Access to internal and external networks and mentoring programs (e.g. Queers & Peers, Fondsfrauen membership, Netzwerk "Mensch" and others) • Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world • Attractive total package with extensive fringe benefits and discounts from A as in pension scheme to Z as in ZVV BonusPass Your Contact Vivien Däppen looks forward to helping you. Telephone: 044 292 27 19