Senior Private Customer Advisor with Investment Focus

Skills

About the Role

You will manage your own client portfolio and provide holistic advice on investments, pensions, and financing. You will arrange client appointments, acquire clients, work toward team goals, share your expertise, and may deputise for the branch manager.

Requirements

• Have completed commercial or sales vocational training and further education in banking or pensions
• Have experience in investment and pension advisory services
• Have client acquisition and lead-management skills
• Have excellent German and English language skills

Responsibilities

• Manage an assigned client portfolio and conduct holistic advisory meetings on investments, pensions, and financing
• Plan your workday, proactively arrange client appointments, and manage your work independently
• Contribute ideas and achieve ambitious goals with the team
• Develop and share expertise in investments, pensions, and financing
• Optionally deputise for the branch manager

Benefits

• Six weeks of vacation and the option of unpaid leave
• Part-time, job-sharing, and top-sharing arrangements
• Modern workplaces, co-working in Bern and Zurich, and home office in many areas
• 18 weeks of fully paid maternity leave and four weeks of paternity leave
• Preventive health offerings, ergonomic workplaces, and support during extended absences
• Free Half Fare Travelcard or discounted GA travelcard, plus bicycle, car-sharing, and electric-car offers
• Employee vouchers worth up to CHF 500 per year
• Preferential mortgage interest and fee-free accounts, credit cards, and custody accounts

Hiring Process

Apply online and upload your CV and relevant documents; receive confirmation; application review; first interview and, if mutually positive, a second interview; telephone offer followed by email confirmation and online contract documents; onboarding and Welcome Day.