Private Client Advisor Wealth Management (m/f/d)

Private Client Advisor Wealth Management (m/f/d) You advise our customers regarding investments, financing, and financial planning - personally, competently, and at eye level. Full-time or part-time, 80% - 100% By arrangement Bern Professional experience Are you successful in holistic consulting? Do you maintain trustworthy and long-term customer relationships? Do you want to get actively involved, help shape your environment, and develop personally? Then you have come to the right place with us! The DC Bank is a bank like no other: it was founded in 1825 by the City of Bern. With us, employees actively help shape the future. We create and pursue opportunities that advance our customers in the long term. As one of the oldest financial institutions in Switzerland, we focus on asset management and portfolio-related wealth advisory as well as regional mortgage business, primarily for private clients. We offer an uncomplicated and dynamic working environment with room for professional and personal development, as well as a collegial and motivated team. Your opportunities * You will become part of a well-coordinated team with versatile tasks, great scope for design, and high personal responsibility * You will take over a private client portfolio with a focus on asset management, portfolio-related wealth advisory, home financing, and private pension provision - and continuously develop it * You will support and advise our demanding customers holistically, recognize potential, and implement individual solutions * You will create solution-oriented financial or pension plans - coordinated with the goals of our clientele * You will be actively involved in market development and win new target customers for our banking house * You will actively participate in projects and thereby make a valuable contribution to the further development of the bank You bring with you * Several years of professional experience in the care of wealthy private clients * Sound specialist knowledge in the areas of investing, financing, and pension provision * A confident, winning appearance as well as enjoyment of customer acquisition * Strong networking skills to sustainably maintain and further expand your strong relationship network in and around Bern * Entrepreneurial thinking and acting, initiative, and visible commitment in the implementation of your responsibilities * Industry-standard education and further training for this attractive job profile Further benefits Industry-standard employment conditions and social benefits A centrally located workplace in the Bern city center Flexible working hours, possibility for occasional home office as well as 25 - 35 vacation days Preferential conditions for the bank's own range of services and other extras Do you have questions about the position? EmiliaMarcolino Head of Wealth Management Next steps We will contact you promptly as soon as we have carefully reviewed your application. [Apply now](< >)[Apply with xeebo](< >) Print Forward [Linkedin](< >) j4id10438685jm j4it1042jm j4iy26jm