Customer Advisor: Private Clients Affluent - Wetzikon Branch

60% - 100% | Sales and Customer Advisory | Wetzikon | Experienced Professionals Our 6-member team is responsible for the individual advisory and support of wealthy private clients in Wetzikon. Together with the Pfäffikon ZH and Bauma branches, we form a branch group in the Oberland-Pfannenstiel market area. The competence and commitment of our employees contribute significantly to our track record. 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 • Supporting 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 wealth 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 in the areas of financing, investing, or pension planning • Participating and collaborating on internal projects Your Profile • Banking vocational training or equivalent training as well as completed or ongoing further education (e.g., FA Financial Planner, Bachelor in Banking & Finance, HF Business Administration, etc.) • Several years of experience in supporting wealthy private clients with good knowledge in the financing 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 towards our goals on your own initiative. • Your empathetic, authentic, and emotional manner leads to an emotional customer experience in all life situations. Our Offer • Mutual support, team spirit, and independent working are highly valued by us • Takeover of an exciting and well-managed senior client book with attractive new business • Top modern workplace in the newly opened branch in Wetzikon with spacious office premises • Within the framework of the Performance & Development Dialogue, we jointly develop 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