Customer Advisor Affluent Private Clients - Uster Branch

60% - 100% | Sales and Customer Advisory | Uster | Experienced Professionals Our ten-member team is responsible for the individual advice and care of wealthy private clients. The Uster and Egg branches together form a branch group in the Oberland-Pfannenstiel market area. The competence and commitment of our employees contribute significantly to our track record of success. A great team spirit 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 • Caring for and developing existing private clients • Exploring customer needs including individual wishes, goals, and life situations - if necessary in cooperation with internal specialists • Realizing long-term trust building as well as asset preservation in the context of generational change • Advising on standardized products and services in the areas of money transfers, investments, pension planning, and real estate financing • Performing demanding representation tasks and participating in customer events • Opportunity to take on training activities or a specialist function • Participating and collaborating in internal projects Your profile • Banking vocational training or equivalent training as well as completed or ongoing further training (e.g., FA Financial Planner, Bachelor in Banking & Finance, HF Business Administration, etc.) • Experience in the care of wealthy private clients with good knowledge in the financing and investment business • Affinity and enjoyment in using digital technologies in the advisory process • You bring genuine team spirit, tackle tasks with commitment, and work with high motivation on our goals through your own initiative. • Your empathetic, authentic, and emotional manner leads to a great customer experience in all life situations Our offer • Mutual support, team spirit, and independent work are highly valued by us • Takeover of an exciting and well-managed client book with attractive new business • Within the framework of the Performance & Development Dialogue, we work together on a development plan and support your further development • Access to internal and external networks, mentoring and development programs, as well as sports clubs Your contact Patrik Weymann looks forward to helping you. Telephone: 044 292 27 65