Individual Client Advisor, 90 % to 100 %

As the largest regional bank in the Canton of Zürich, we are present with ten branches and over 180 employees in the 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. Welcome to Bank Avera.
Within our Pfäffikon and Bauma branch network, we are looking for a motivated and reliable personality to strengthen the team in the Bauma branch, by arrangement, as an
Individual Client Advisor, 90 % to 100 %
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 numbers/savings, financing, investing, and pension 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 to the assigned individual clients in the areas of numbers/savings, financing, investing, and pension 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 more extensive needs to the responsible internal sales units (Private Banking, corporate clients, advisory center).
Examination and preparation of loan applications; exercise of own approval competence or forwarding to the appropriate approval authority.
Representation tasks in the catchment area of the branch or the branch network.
Your profile
commercial basic training (preferably in the banking industry)
specialized further training (e.g., financial planner with federal diploma or similar)
advanced, specialized specialist knowledge in the areas of numbers/savings, financing, investing, and pension 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
expeditious and exact way of working
proactive, committed, and flexible
Our offer
diverse field of activity
modern working environment
short decision-making paths
market-conforming salary with excellent social benefits
six weeks of vacation
beautiful, modern office premises
We look forward to your application via e-mail. jpid4b667f0jm jit0832jm jiy26jm