Individual Client Advisor, 90 % to 100 %

As the largest regional bank in the Canton of Zürich, we are present with twelve 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 branch network of Pfäffikon, Fehraltorf, and Bauma, we are looking for a motivated and reliable personality as an Individual Client Advisor, 90 % to 100 % to strengthen the team in the Bauma branch by arrangement. Individual client advisors manage their own client portfolio in the Retail Banking segment at a branch location or within a branch network and advise clients holistically in the areas of numbers/savings, financing, investing, and retirement 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 for the assigned individual clients in the areas of numbers/savings, financing, investing, and retirement planning. Identification 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 credit 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 banking industry) Specialized further training (e.g., Financial Planner with Federal Diploma or similar) Advanced, specialized expertise in the areas of numbers/savings, financing, investing, and retirement 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 Varied field of activity Modern working environment Short decision-making paths Market-rate salary with excellent social benefits Six weeks of vacation Beautiful, modern office premises We look forward to your application via e-mail. jpiddb26640jm jit0624jm jiy26jm