Private Client Advisor / Private Client Advisor with Deputy Branch Manager, 80-100%
- Employment type
- Full-time
- Workload
- 100%
- Location
- Engelberg
- Company
- Obwaldner Kantonalbank, 6390 Engelberg
- First posted
Simply familiar, competent and dynamic, with customers at the center – that is Obwaldner Kantonalbank. As a universal bank, we promote the economic development of Obwalden and act responsibly and sustainably.
Are you looking for an interesting activity that fully corresponds to your competencies? Are you a down-to-earth and authentic person? Then we look forward to getting to know you.
Private Client Advisor / Private Client Advisor with Deputy Branch Manager, 80-100%
Your area of responsibility
- Execution of holistic, comprehensive and needs-oriented consultations in the areas of financing, investing and retirement planning
- Responsibility for an individual client portfolio
- Continuous expansion and development of the existing client base
- Acquisition of new clients
- Completion of administrative tasks
Your profile
- Banking professional with several years of experience in client advisory
- Higher banking professional training, banking specialist, financial planner
- High client and service orientation as well as enjoyment of advisory activities
- Reliable and committed personality
- Efficient and independent way of working
- Flexibility for a versatile area of responsibility
- High teamwork skills
Your perspective
A varied and interesting activity awaits you in a great and motivated team. Attractive employment conditions and an authentic corporate culture are just as much a part of it as the chance to develop individually professionally.
We look forward to your application.
Obwaldner Kantonalbank
Im Feld 2, 6060 Sarnen
Contact
Christoph Amstad, Head of Personnel & Development,
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Posted today