Private Client Advisor 80-100%
- Employment type
- Full-time
- Location
- Lenzburg
- First posted
- 05 September 2026
- 80 - 100%
- Indefinite duration
- Lenzburg
##
Hypothekarbank Lenzburg (HBL) is an innovative and agile financial institution, with a strong affinity for digitalization and Open Banking culture.
We are looking for reinforcement! Join our committed team in Lenzburg as a service-oriented and competent person, and enthuse our clientele with personalized advisory approaches.
Are you ready for a change and do you wish to make an important contribution to our company through your work? Then become a member of our motivated team and let's build the future of HBL together.
Your tasks ##
- Development, maintenance and 360° advisory of the client portfolio
- Sale of the entire range of products and services, including cross-selling
- Systematic identification of needs and external potential
- Transmission to internal specialized teams
- Acquisition of new clients
- Participation in client events, including network maintenance
What you bring ##
- Basic commercial training (banking or insurance sector)
- Completed specific continuing education in the banking sector
- Professional experience as a private client advisor required
- Proven experience in the field of financing, affinity for investment and pension themes
Our offer ##
- Modern and professional working environment
- Attractive employment conditions
- Continuing education possibilities
- Flat hierarchies with short decision-making processes
- Simple culture of using "tu"
Have we aroused your interest? Then apply online today - we look forward to receiving your complete application.
We only accept direct applications.
Your contact ##
Martin Wildi, head of the Lenzburg branch, Tel. +41 62 885 16 01
Claudia Feusi, HR Business Partner, Tel. +41 62 885 13 91
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Posted 3 weeks ago